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.
韓國SK集團，作爲英偉達芯片供應商SK Hynix的母公司，計劃在2026年之前籌集800萬韓元（560億美元）。這些資金將主要用於人工智能（AI）和半導體領域的投資。
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，公司高管在週末的會議上討論並決定將那些獲得改善利潤、業務結構優化和協同效應的資金用於高帶寬存儲器（HBM）芯片、數據中心和個性化AI助手服務等方面的投資。據《日經亞洲》報道，該戰略的目的是加強爲新興科技領域的供應鏈，實現股權投資。
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.
該集團的芯片業務單位SK Hynix今年預計將控制全球HBM市場的一半以上。該業務單位幾乎爲所有使用HBM chip的英偉達公司服務，而英偉達公司使用HBM chip來提高其用於人工智能計算和訓練的圖形處理單元的效率。
However, Samsung Electronics and Micron are also vying for a significant share in the HBM market, posing potential competition for SK Hynix.
然而，三星電子和美光公司也在爭奪HBM市場的大量份額，這對SK Hynix構成了潛在威脅。
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.
儘管潛在競爭仍然存在，但分析師認爲SK Hynix仍然領先於芯片堆疊技術，這種技術將多個傳統DRAM芯片融合在一起，以提高速度並促進大規模數據處理。
SK Group has yet to disclose detailed plans on how it aims to reach its 80-trillion-won target.
SK集團尚未公佈詳細計劃，以達到其800萬韓元的目標。
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發佈了其五年中的首個盈利季度報告，歸功於對AI芯片的巨大需求。公司強勁的業績是由於增加了AI服務器產品的銷售，特別是高帶寬存儲器——這是一項對於英偉達等公司使用的AI芯片至關重要的技術。
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，英偉達正在最後階段認證三星的HBM芯片，這是三星可以爲培訓AI平台提供關鍵組件之前必須經過的關鍵步驟。英偉達的批准對於像三星和美光這樣的公司來說，與SK Hynix在AI芯片市場上競爭至關重要。
Image via SK Hynix
圖像來自SK Hynix
This story was generated using Benzinga Neuro and edited by Pooja Rajkumari
本報道使用Benzinga Neuro生成，並由Pooja Rajkumari編輯