TREE NEWS reports: SK Hynix is rapidly expanding its sixth-generation 10nm-class DRAM process, 1c nm, with market share expected to rise from about 10% in Q1 to 34% in Q4 this year. In Q1 2027, 1c nm share is projected to hit 35%, surpassing 1b (33%) and becoming the mainstream process. The company is accelerating the transition as 1c DRAM will be stacked in next-generation HBM.
SK Hynix 1c nm DRAM to become mainstream by early 2027
AI take
This signals a strategic shift in DRAM supply economics, as 1c nm's rapid ramp-up could tighten supply of leading-edge memory for AI accelerators. The timing, with 1c becoming mainstream by early 2027, underscores how HBM demand is driving process transitions more quickly than in past cycles. The open question is whether competitors can match this cadence or face a cost disadvantage in the high-bandwidth segment.
Generated by AI for reference only.
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