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（場外交易：HXSCF）股價週四飆升逾9%，此前開始量產最新的高帶寬存儲芯片。
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.
發生了什麼：這家韓國公司推出了HBM3E芯片，擁有12層，比之前的八層版本容量增加50%。
This development positions SK Hynix ahead in the competitive race to meet the growing demand driven by artificial intelligence advancements.
這一發展使Sk海力士在滿足人工智能進展帶來的增長需求的競爭中處於領先地位。
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.
作爲NVIDIA Corp（納斯達克：NVDA）的主要供應商，該公司計劃在年底前將這些先進芯片交付給未透露的客戶。
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.
三星電子（場外交易：SSNLF）此前在7月宣佈將在今年下半年向客戶提供其HBM3E 12高單元。同時，美光科技公司（納斯達克：MU）本月早些時候披露，正在向關鍵行業合作伙伴出貨生產可用的HBM3E 12高單元進行資格認證。
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.
爲何重要：近幾個月來，Sk海力士股價經歷了重大波動。上週，該公司的股價跌至自2月以來的最低水平，摩根士丹利下調該股評級，稱存儲條件惡化。此次下調將目標價從260,000韓元降至120,000韓元。
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.
儘管如此，Sk海力士仍在人工智能繁榮的浪潮中乘風破浪。7月，高盛和花旗集團預測該公司將進一步增長，受到人工智能高需求和積極盈利預測推動。高盛將其股價目標提高至290,000韓元，而花旗集團則將其預測提高至350,000韓元。
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集團宣佈將在2026年前向人工智能和半導體技術投資560億美元。此投資旨在加強公司對新興技術的供應鏈，包括高帶寬存儲芯片。
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.
價格走勢：現在SK海力士股價爲180,100韓圓，在週四上漲8.95%。根據Benzinga Pro的數據，該股今年迄今已上漲26.47%。
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Image Via Shutterstock
圖片來自shutterstock
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
免責聲明：本內容部分使用人工智能工具生成，並經Benzinga編輯審核發佈。
