Samsung Electronics, SK Hynix, and Micron Technology Pursue Divergent HBM4 Manufacturing Paths

“Previously, in the first quarter, though, with server SSDs enjoying higher margins, there was a supply concentration in server SSDs within the industry with server SSD product prices falling by more than other products. As server SSD take up a big share of our revenue mix, our ASP in the first quarter fell by mid-10% level while bit growth was down by about 10% Q-on-Q.”

“shipments declined by approximately 10% QOQ, reflecting a high base from the previous quarter sales, as well as reduced discrete product sales and longer production lead times associated with the shift in mix toward high value added products, where demand is rising rapidly.”