[SK Hynix HBM4 part of the back-end process equipment order has been postponed to next year, the industry said that the expansion signal is still unclear] October 14th, it is reported that the investment schedule of SK Hynix HBM4 part of the back-end process equipment has recently become obviously uncertain. Some equipment orders originally planned to be implemented in the second half of this year are being postponed to next year, and subsequent procurement plans have not yet been concreted. An industry source said, "There are signs that some of the equipment originally scheduled to be put into use this year will be postponed to next year. There is currently no data to confirm whether the delivered equipment is operating at full capacity." Another person pointed out, "SK Hynix's investment plan for next year seems to have not been finalized internally." At present, the main body of issuing orders for HBM4 related equipment this year has basically been completed, but the trend of additional investment is still not obvious. Some industry insiders pointed out, "If investment is accelerating, relevant signals should have appeared. At present, SK hynix has neither clearly reduced nor clearly expanded HBM4-related investment."