SK Hynix: Customers Willing to Pay 2.5 Times More for HBM2 Memory
HBM2 memory from SK Hynix will be substantially different from HBM1 DRAM not only in terms of performance, but also in terms of per-chip capacity, which makes them more difficult and expensive to produce. As a result, the manufacturer will have all the reason to charge more for such DRAM ICs. According to the aforementioned SK Hynix executive, customers are “willing to pay at least double” or even 2.5 times more for HBM2 memory compared to HBM1 DRAM.
One of the key takeaways from this, besides the expected higher prices of GDDR6 and HBM2 memory from SK Hynix, is the fact that this confirms that the company
has not started mass production of HBM2 quite yet. For the time being then, this leaves Samsung as the only HBM2 manufacturer shipping in volume