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.
韩国半导体公司SK海力士透露，其对人工智能芯片组至关重要的高带宽存储器（HBM）芯片将在2025年几乎售罄。这是由于对人工智能服务的需求不断增加，这主要是由人工智能行业的扩张推动的。
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.
发生了什么：路透社报道，NVIDIA公司（纳斯达克股票代码：NVDA）的主要供应商SK海力士对其用于人工智能芯片组的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.
该公司报告称，其HBM芯片在2024年已经售罄，到2025年几乎售罄。这是企业快速扩展人工智能服务的结果。
"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."
首席执行官Kwak Noh-Jung在新闻发布会上说：“随着数据和（AI）模型规模的增加，预计HBM市场将继续增长。”“预计在中长期内，年需求增长约为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.
根据SK海力士人工智能基础设施主管贾斯汀·金的说法，HBM和高容量DRAM模块等专为人工智能设计的芯片的份额预计将从2023年的约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.
为何重要：对HBM芯片的需求不断增长是人工智能行业蓬勃发展的直接结果。SK 海力士在人工智能芯片领域的强劲表现为其最近的转机做出了重要贡献。该公司报告了五年来的第一个盈利季度，这归因于对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 海力士对HBM芯片的投资是半导体行业更广泛趋势的一部分。韩国半导体行业，包括SK海力士和三星电子公司（场外交易代码：SSNLF）等公司，已经实现了大幅增长，标志着产量和出货量大幅反弹。
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对美国半导体行业的投资是朝着提振美国半导体行业迈出的重要一步。该公司计划投资约40亿美元，在印第安纳州建立先进的芯片封装设施，这与拜登政府重建美国作为半导体强国的目标一致。
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