SK Hynix HBM Chips Sold Out Amid AI Surge, Unveils Multi-Billion Dollar Investments
May 3, 2024SK Hynix's HBM chips, crucial for AI chipsets, are sold out for 2023 and nearly for 2025, underscoring a surge in demand.
The company is supplying Nvidia and will introduce its advanced 12-layer HBM3E chip samples in May.
SK Hynix's investment includes $3.87 billion for a new chip packaging facility in Indiana focusing on HBM chips, and 5.3 trillion won for a new domestic DRAM factory prioritizing HBM production.
U.S. competitor Micron also reports its HBM chips are sold out for 2024, reflecting industry-wide demand growth.
Samsung Electronics is preparing to produce its version of the 12-layer HBM3E chips.
By 2028, AI-oriented chips are expected to comprise a significant segment of the total memory volume.
Summary based on 8 sources
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Sources
Yahoo Finance • May 2, 2024
Nvidia supplier SK Hynix says HBM chips almost sold out for 2025South China Morning Post • May 2, 2024
Nvidia supplier SK Hynix says 2025 HBM chips for AI processors nearly sold outSeeking Alpha • May 2, 2024
Nvidia supplier SK Hynix's HBM chips almost sold out till 2025 amid AI demand - reportHindustan Times • May 2, 2024
Nvidia supplier SK Hynix says HBM chips almost sold out for 2025