Nvidia Supplier SK Hynix Says HBM Chipsets, Crucial For AI, Are All Nearly Sold Out For 2025 Amid Booming Demand
Nvidia Supplier SK Hynix Says HBM Chipsets, Crucial For AI, Are All Nearly Sold Out For 2025 Amid Booming Demand
South Korean semiconductor company SK Hynix has revealed that its high-bandwidth memory (HBM) chips, crucial for AI chipsets, are almost sold out for 2025. This is due to the increasing demand for artificial intelligence services, primarily driven by the AI industry's expansion.
韓國半導體公司SK海力士透露，其對人工智能芯片組至關重要的高帶寬存儲器（HBM）芯片將在2025年幾乎售罄。這是由於對人工智能服務的需求不斷增加，這主要是由人工智能行業的擴張推動的。
What Happened: SK Hynix, a major supplier to NVIDIA Corp (NASDAQ:NVDA), is experiencing a surge in demand for its HBM chips, which are used in AI chipsets, Reuters reported.
發生了什麼：路透社報道，NVIDIA公司（納斯達克股票代碼：NVDA）的主要供應商SK海力士對其用於人工智能芯片組的HBM芯片的需求激增。
The company has reported that its HBM chips are already sold out for 2024 and are almost sold out for 2025. This is a result of the rapid expansion of AI services by businesses.
該公司報告稱，其HBM芯片在2024年已經售罄，到2025年幾乎售罄。這是企業快速擴展人工智能服務的結果。
"The HBM market is expected to continue to grow as data and (AI) model sizes increase," CEO Kwak Noh-Jung said in a news conference. "Annual demand growth is expected to be about 60% in the mid- to long-term."
首席執行官Kwak Noh-Jung在新聞發佈會上說：“隨着數據和（AI）模型規模的增加，預計HBM市場將繼續增長。”“預計在中長期內，年需求增長約爲60％。”
According to Justin Kim, head of AI infrastructure at SK Hynix, the share of chips designed for AI, like HBM and high-capacity DRAM modules, is predicted to rise from roughly 5% in 2023 to 61% of all memory volume by 2028.
根據SK海力士人工智能基礎設施主管賈斯汀·金的說法，HBM和高容量DRAM模塊等專爲人工智能設計的芯片的份額預計將從2023年的約5％上升到2028年的61％。
Why It Matters: The increasing demand for HBM chips is a direct result of the booming AI industry. SK Hynix's strong performance in the AI chip sector has been a significant contributor to its recent turnaround. The company reported its first profitable quarter in five, attributing the success to soaring demand for AI chips.
爲何重要：對HBM芯片的需求不斷增長是人工智能行業蓬勃發展的直接結果。SK 海力士在人工智能芯片領域的強勁表現爲其最近的轉機做出了重要貢獻。該公司報告了五年來的第一個盈利季度，這歸因於對人工智能芯片的需求激增。
SK Hynix's investment in HBM chips is part of a broader trend in the semiconductor industry. The South Korean semiconductor industry, including companies like SK Hynix and Samsung Electronics Co (OTC:SSNLF), has seen substantial growth, marking a significant rebound in production and shipments.
SK 海力士對HBM芯片的投資是半導體行業更廣泛趨勢的一部分。韓國半導體行業，包括SK海力士和三星電子公司（場外交易代碼：SSNLF）等公司，已經實現了大幅增長，標誌着產量和出貨量大幅反彈。
Moreover, SK Hynix's investment in the U.S. semiconductor industry is a significant step towards bolstering America's semiconductor industry. The company's plans to invest approximately $4 billion to establish an advanced chip-packaging facility in Indiana align with the Biden administration's goals to reestablish the U.S. as a semiconductor powerhouse.
此外，SK Hynix對美國半導體行業的投資是朝着提振美國半導體行業邁出的重要一步。該公司計劃投資約40億美元，在印第安納州建立先進的芯片封裝設施，這與拜登政府重建美國作爲半導體強國的目標一致。
Image Via Shutterstock
圖片來自 Shutterstock
譯文內容由第三人軟體翻譯。