Nvidia Supplier SK Hynix Soars 9% As Mass Production Of Advanced HBM3E Chips Begins Amid Burgeoning AI Demand
Nvidia Supplier SK Hynix Soars 9% As Mass Production Of Advanced HBM3E Chips Begins Amid Burgeoning AI Demand
The company, a primary supplier to SK Hynix (OTC:HXSCF) shares soared over 9% on Thursday following the commencement of mass production of their latest high-bandwidth memory chips.
Sk海力士（场外交易：HXSCF）股价周四飙升逾9%，此前开始量产最新的高带宽存储芯片。
What Happened: The South Korean company has introduced the HBM3E chips, which feature 12 layers and offer 50% more capacity than the previous eight-layer versions.
发生了什么：这家韩国公司推出了HBM3E芯片，拥有12层，比之前的八层版本容量增加50%。
This development positions SK Hynix ahead in the competitive race to meet the growing demand driven by artificial intelligence advancements.
这一发展使Sk海力士在满足人工智能进展带来的增长需求的竞争中处于领先地位。
The company, a primary supplier to NVIDIA Corp (NASDAQ:NVDA), plans to deliver these advanced chips to unnamed customers by the end of the year.
作为NVIDIA Corp（纳斯达克：NVDA）的主要供应商，该公司计划在年底前将这些先进芯片交付给未透露的客户。
Samsung Electronics (OTC:SSNLF) had previously announced in July that it would supply its HBM3E 12-high units to customers in the latter half of this year. Meanwhile, Micron Technology Inc (NASDAQ:MU) disclosed earlier this month that it is shipping production-capable HBM3E 12-high units to key industry partners for qualification.
三星电子（场外交易：SSNLF）此前在7月宣布将在今年下半年向客户提供其HBM3E 12高单元。同时，美光科技公司（纳斯达克：MU）本月早些时候披露，正在向关键行业合作伙伴出货生产可用的HBM3E 12高单元进行资格认证。
Why It Matters: In recent months, SK Hynix has experienced significant fluctuations in its stock price. Last week, the company's shares dropped to their lowest level since February after Morgan Stanley downgraded the stock, citing deteriorating memory conditions. This downgrade slashed the target price to 120,000 won from 260,000 won.
为何重要：近几个月来，Sk海力士股价经历了重大波动。上周，该公司的股价跌至自2月以来的最低水平，摩根士丹利下调该股评级，称存储条件恶化。此次下调将目标价从260,000韩元降至120,000韩元。
Despite this, SK Hynix has been riding a wave of optimism driven by the AI boom. In July, Goldman Sachs and Citigroup predicted further growth for the company, driven by high demand for AI and positive earnings forecasts. Goldman Sachs raised its stock-price target to 290,000 won, while Citigroup increased its prediction to 350,000 won.
尽管如此，Sk海力士仍在人工智能繁荣的浪潮中乘风破浪。7月，高盛和花旗集团预测该公司将进一步增长，受到人工智能高需求和积极盈利预测推动。高盛将其股价目标提高至290,000韩元，而花旗集团则将其预测提高至350,000韩元。
Additionally, SK Group, the parent company of SK Hynix, announced a massive $56 billion investment in AI and semiconductor technology by 2026. This investment aims to bolster the company's supply chains for emerging technologies, including high-bandwidth memory chips.
此外，Sk海力士的母公司Sk集团宣布将在2026年前向人工智能和半导体技术投资560亿美元。此投资旨在加强公司对新兴技术的供应链，包括高带宽存储芯片。
Price Action: SK Hynix is currently trading at 180,100 won, with a surge of 8.95% on Thursday. The stock has gained 26.47% year-to-date, according to data from Benzinga Pro.
价格走势：现在SK海力士股价为180,100韩圆，在周四上涨8.95%。根据Benzinga Pro的数据，该股今年迄今已上涨26.47%。
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Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免责声明：本内容部分使用人工智能工具生成，并经Benzinga编辑审核发布。
