SK Hynix HBM Chips Sold Out Amid AI Surge, Unveils Multi-Billion Dollar Investments

May 3, 2024
SK Hynix HBM Chips Sold Out Amid AI Surge, Unveils Multi-Billion Dollar Investments
  • SK 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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