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Nvidia's Need For Speed: Jensen Huang Pushes SK Hynix For Earlier Memory Chip Delivery

Nvidia's Need For Speed: Jensen Huang Pushes SK Hynix For Earlier Memory Chip Delivery

英伟达的极速需求:黄仁勋推动sk海力士提前交付存储芯片-半导体
Benzinga ·  2024/11/04 14:23

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang has requested SK Hynix Inc. (OTC:HXSCF) to expedite the supply of its next-generation high-bandwidth memory chips by six months.

英伟达公司(纳斯达克: NVDA)首席执行官黄仁勋已要求sk海力士(场外交易: HXSCF)提前六个月加速供应其下一代高带宽存储器芯片。

What Happened: The request was made during a meeting between Huang and SK Group Chairman Chey Tae-won, reported Reuters on Monday. SK Hynix had previously announced its plan to provide the chips to clients in the second half of 2025, a timeline that was already ahead of the initial target.

发生了什么:据路透社周一报道,在黄仁勋和sk集团董事长权泰源之间的会议期间发出了这一要求。 sk海力士此前宣布计划在2025年下半年向客户提供芯片,这一时间表已经超前于最初目标。

The demand for high-capacity, energy-efficient chips for Nvidia's graphic processing units, used in AI technology development, has been on the rise. Nvidia currently holds over 80% of the global AI chip market.

对于英伟达图形处理单元中使用的高容量、节能芯片的需求正在上升,这些芯片用于人工智能技术开发。英伟达目前在全球人工智能芯片市场上拥有超过80%的份额。

SK Hynix, a leading player in the global race to meet the surging demand for HBM chips, is facing intensified competition from companies like Samsung Electronics (OTC:SSNLF) and Micron Technology (NASDAQ:MU).

在全球迎接对HBm芯片需求激增的竞赛中,sk海力士是领先者,正面临来自三星电子(场外交易: SSNLF)和美光科技(纳斯达克: MU)等公司的激烈竞争。

The company is also planning to supply the latest 12-layer HBM3E to an undisclosed customer this year and intends to ship samples of the more advanced 18-layer HBM3E early next year.

该公司还计划于今年向一家未透露的客户供应最新的12层HBM3E,并打算在明年初向客户提供更先进的18层HBM3E样品。

Why It Matters: The demand for AI technology has been a significant driver of growth for SK Hynix. The company reported a record-breaking quarterly profit in October, with a 7% revenue surge, largely attributed to the rising demand for AI technology.

为什么重要:人工智能技术的需求一直是sk海力士增长的重要推动力。该公司报告称,由于人工智能技术需求上升,10月实现创纪录季度利润,营收大幅增长了7%。

Despite Samsung's soaring profits, its delays in Nvidia's certification for AI memory chips have allowed competitors like SK Hynix and Micron Technology to take the lead in high-bandwidth memory.

尽管三星利润飙升,但其在英伟达人工智能内存芯片认证上的延迟已经使得竞争对手如sk海力士和美光科技在高带宽存储器领域取得领先地位。

SK Hynix's commencement of mass production of their latest high-bandwidth memory chips in September positioned the company ahead in the competitive race to meet the growing demand driven by artificial intelligence advancements.

sk海力士在九月开始大规模生产其最新的高带宽存储器芯片,使该公司在满足人工智能进步驱动的不断增长需求的竞争中走在了前面。

SK Hynix plans to invest $6.8 billion in a new production facility in South Korea, as part of a larger commitment to invest 120 trillion won in the construction of four fabs in the Yongin cluster.

sk海力士计划在韩国投资68亿美元,作为在永仁集群建造四个fabs施工总额120万亿韩元的更大承诺的一部分。

This story was generated using Benzinga Neuro and edited by Kaustubh Bagalkote

这个故事是使用Benzinga Neuro生成的,并由Kaustubh Bagalkote编辑

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