Counterpoint：受HBM需求持续推动 SK Hynix首次登顶榜首

智通财经2025-04-24

智通财经APP获悉，根据Counterpoint Research《内存市场追踪报告》，SK Hynix 首次在DRAM领域取得领先地位，2025年Q1收入份额达到36%。该公司尤其在高带宽内存(HBM)这一关键领域占据主导地位，市场份额高达70%。Counterpoint Research预计，至少到下一季度，该公司的营收和市场份额都将继续保持增长。长期来看，Counterpoint 认为HBM...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2529692057?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-24 09:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2529692057","market":"hk","top_or_hot":-1,"title":"Counterpoint：受HBM需求持续推动 SK Hynix首次登顶榜首","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，根据Counterpoint Research《内存市场追踪报告》，SK Hynix 首次在DRAM领域取得领先地位，2025年Q1收入份额达到36%。该公司尤其在高带宽内存(HBM)这一关键领域占据主导地位，市场份额高达70%。Counterpoint Research预计，至少到下一季度，该公司的营收和市场份额都将继续保持增长。长期来看，Counterpoint 认为HBM...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1283723.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Counterpoint：受HBM需求持续推动 SK Hynix首次登顶榜首</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCounterpoint：受HBM需求持续推动 SK Hynix首次登顶榜首\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-24 09:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1283723.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据Counterpoint Research《内存市场追踪报告》，SK Hynix 首次在DRAM领域取得领先地位，2025年Q1收入份额达到36%。该公司尤其在高带宽内存(HBM)这一关键领域占据主导地位，市场份额高达70%。Counterpoint Research预计，至少到下一季度，该公司的营收和市场份额都将继续保持增长。长期来看，Counterpoint 认为HBM...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1283723.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4168","symbol_name":"多种金属与采矿","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1283723.html","article_id":"2529692057","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2529692057","pubTimestamp":1745456962,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"智通财经APP获悉，根据Counterpoint Research《内存市场追踪报告》，SK Hynix 首次在DRAM领域取得领先地位，2025年Q1收入份额达到36%。Counterpoint Research预计，至少到下一季度，该公司的营收和市场份额都将继续保持增长。长期来看，Counterpoint认为HBM DRAM 市场增长面临的风险，主要来自贸易冲击可能引发的经济衰退甚至萧条所带来的结构性挑战。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4168":"多种金属与采矿","HBM":"HudBay Minerals Inc"},"translate_title":"Counterpoint: SK Hynix Debuts Top Chart Driven by Continued HBM Demand","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"HBM":1},"content_text":"智通财经APP获悉，根据Counterpoint Research《内存市场追踪报告》，SK Hynix 首次在DRAM领域取得领先地位，2025年Q1收入份额达到36%。该公司尤其在高带宽内存(HBM)这一关键领域占据主导地位，市场份额高达70%。Counterpoint Research预计，至少到下一季度，该公司的营收和市场份额都将继续保持增长。长期来看，Counterpoint 认为HBM DRAM 市场增长面临的风险，主要来自贸易冲击可能引发的经济衰退甚至萧条所带来的结构性挑战。2025年Q1 DRAM市场营收份额数据来源：Counterpoint Research 《内存市场追踪》Counterpoint 高级分析师Jeongku Choi 表示：“这对SK Hynix 具有里程碑意义，在市场需求持续高涨的HBM 内存领域，该公司成功得向市场交付DRAM 产品。专业HBM DRAM 芯片的制造工艺素以复杂著称，而提前布局的企业如今正收获成果。”Counterpoint Research 预计，2025年Q2 DRAM 市场在各细分领域增长和厂商份额方面将保持稳定态势。Counterpoint 研究总监MS Hwang 指出：“当前全球焦点集中于关税政策影响，关键问题在于：HBM DRAM 会受到怎样的影响？至少短期内，该品类受贸易冲击的可能性较低，因为AI需求仍将保持强劲。更重要的是，HBM 的终端产品是AI服务器——从定义上讲本身就具备无国界特性。\"","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.0","shortVersion":"4.44.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2529692057","isCrawlerRequest":true}