【Market Commentary】While mainstream LPDDR4 mobile DRAM is the first product SK Hynix manufactures at the 1α nm node, SK Hynix will also kick off LPDDR5, PC DRAM, and server DRAM production at this node next year, with Micron and Samsung now developing their own 1α products as well.
As memory suppliers raise their CAPEX to ensure the timely readiness of EUV machines, TrendForce believes that the 1α nm node will become a key factor in these suppliers’ cost-saving efforts.
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