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.
韩国SK集团，作为英伟达芯片供应商SK Hynix的母公司，计划在2026年之前筹集800万韩元（560亿美元）。这些资金将主要用于人工智能（AI）和半导体领域的投资。
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.
最近，公司高管在周末的会议上讨论并决定将那些获得改善利润、业务结构优化和协同效应的资金用于高带宽存储器（HBM）芯片、数据中心和个性化AI助手服务等方面的投资。据《日经亚洲》报道，该战略的目的是加强为新兴科技领域的供应链，实现股权投资。
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.
该集团的芯片业务单位SK Hynix今年预计将控制全球HBM市场的一半以上。该业务单位几乎为所有使用HBM chip的英伟达公司服务，而英伟达公司使用HBM chip来提高其用于人工智能计算和训练的图形处理单元的效率。
However, Samsung Electronics and Micron are also vying for a significant share in the HBM market, posing potential competition for SK Hynix.
然而，三星电子和美光公司也在争夺HBM市场的大量份额，这对SK Hynix构成了潜在威胁。
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.
尽管潜在竞争仍然存在，但分析师认为SK Hynix仍然领先于芯片堆叠技术，这种技术将多个传统DRAM芯片融合在一起，以提高速度并促进大规模数据处理。
SK Group has yet to disclose detailed plans on how it aims to reach its 80-trillion-won target.
SK集团尚未公布详细计划，以达到其800万韩元的目标。
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.
四月份，SK Hynix发布了其五年中的首个盈利季度报告，归功于对AI芯片的巨大需求。公司强劲的业绩是由于增加了AI服务器产品的销售，特别是高带宽存储器——这是一项对于英伟达等公司使用的AI芯片至关重要的技术。
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，在6月份，英伟达正在最后阶段认证三星的HBM芯片，这是三星可以为培训AI平台提供关键组件之前必须经过的关键步骤。英伟达的批准对于像三星和美光这样的公司来说，与SK Hynix在AI芯片市场上竞争至关重要。
Image via SK Hynix
图像来自SK Hynix
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本报道使用Benzinga Neuro生成，并由Pooja Rajkumari编辑