'HBM Prices Likely To Fall In 2H24 Due To Intensified Market Competition' - DigiTimes
Portfolio Pulse from Benzinga Newsdesk
DigiTimes reports that prices for High Bandwidth Memory (HBM) are expected to decline in the second half of 2024 due to increased market competition among key players such as Samsung (SSNLF), SK Hynix, and TSMC (TSM).
April 24, 2024 | 1:33 pm
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NEGATIVE IMPACT
Samsung's involvement in the intensified HBM market competition may pressure its margins and potentially impact its stock price negatively in the short term.
Samsung, being a major player in the HBM market, faces increased competition which could lead to lower prices and margins. This scenario typically exerts downward pressure on stock prices due to concerns over profitability.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80
NEGATIVE IMPACT
TSMC's participation in the competitive HBM market could lead to a short-term negative impact on its stock price due to potential margin pressures.
As TSMC competes in the HBM market, the expected price drop could reduce profitability. This situation often results in a negative short-term reaction in the stock market as investors adjust to the prospect of squeezed margins.
CONFIDENCE 75
IMPORTANCE 70
RELEVANCE 80