Nvidia Supplier's Parent Company Pledges $56B Investment In AI, Chip Tech By 2026 As Competition From Samsung, Micron Heats Up
Nvidia Supplier's Parent Company Pledges $56B Investment In AI, Chip Tech By 2026 As Competition From Samsung, Micron Heats Up
South Korea's SK Group, the parent company of Nvidia's chip supplier SK Hynix, has announced plans to amass 80 trillion won ($56 billion) by 2026. The funds will be primarily directed towards investments in artificial intelligence (AI) and semiconductors.
韓國SK集團，即Nvidia芯片供應商SK Hynix的母公司，宣佈計劃在2026年之前集資80萬億韓元（560億美元）。這些資金將主要用於人工智能（AI）和半導體領域的投資。
What Happened: The company's top brass agreed during a weekend meeting that the funds, secured through improved profitability, business structure optimization, and synergy creation, would be invested in high-bandwidth memory (HBM) chips, data centers, and personalized AI assistant services. The strategy is designed to bolster its supply chains for emerging technology, Nikkei Asia reported on Monday.
公司高層週末會議上同意，通過提高盈利能力、業務結構優化和創造協同效應，籌集的資金將用於高帶寬內存（HBM）芯片、數據中心和個性化AI助手服務的投資。據《日經亞洲》週一報道，這一策略旨在加強其新興技術供應鏈。
The group's chipmaking unit, SK Hynix, is projected to control over half the global market for HBM this year. The unit supplies nearly all HBM chips used by Nvidia (NASDAQ:NVDA), which utilizes them to boost the efficiency of its graphics processing units for AI computing and training.
該集團的芯片製造部門SK Hynix預計今年將控制全球超過一半的HBM市場。該部門幾乎爲Nvidia（納斯達克-NVDA）使用的所有HBM芯片提供供應，其用途是提高其用於AI計算和訓練的圖形處理單元的效率。
However, Samsung Electronics and Micron are also vying for a significant share in the HBM market, posing potential competition for SK Hynix.
然而，三星電子和美光也在爭奪HBM市場的相當一部分，這可能對SK Hynix構成潛在競爭。
Despite the looming competition, analysts opine that SK Hynix continues to lead in chip-stacking technology, a technique that amalgamates multiple conventional DRAM chips to enhance speed and facilitate large-scale data processing.
儘管潛在競爭的威脅，分析師們認爲SK Hynix在芯片堆疊技術方面仍然領先，這是將多個傳統DRAM芯片融合以提高速度並便於大規模數據處理的一種技術。
SK Group has yet to disclose detailed plans on how it aims to reach its 80-trillion-won target.
SK集團尚未公佈其實現80萬億韓元目標的詳細計劃。
Why It Matters: In April, SK Hynix reported its first profitable quarter in five, attributing the turnaround to soaring demand for AI chips. The company's strong performance was driven by increased sales of AI server products, particularly high-bandwidth memory, a technology crucial for AI chipsets used by Nvidia.
爲什麼它重要：今年四月份，SK Hynix報告了五年來的首個盈利季度，歸功於對人工智能芯片的不斷增長需求。公司強勁的業績是由於AI服務器產品銷售增加驅動的，特別是高帶寬內存，這是Nvidia使用的AI芯片組必備技術。
However, in June, Nvidia was in the final stages of certifying Samsung's HBM chips, a critical step before Samsung could supply components crucial for training AI platforms. Nvidia's approval is essential for companies like Samsung and Micron to compete with SK Hynix in the AI chip market.
然而，今年六月，Nvidia正處於認證三星HBM芯片的最後階段，這是三星可以爲訓練AI平台提供關鍵組件之前的關鍵步驟。Nvidia的批准對於三星和美光公司等公司在AI芯片市場上與SK Hynix競爭至關重要。
Image via SK Hynix
圖像來自SK Hynix
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯
譯文內容由第三人軟體翻譯。