HBM Memory Is Serious In Short Supply!Storing The Faucet Expand Production Of Fierce Battle: The Production Capacity Is Grabbed And Empty

7According to the rapid development of artificial intelligence technology, as the key technical support of AI chips, high -frequency wide memory (HBM) has become a new favorite in the market, resulting in HBM memory currently facing serious influence situations.

Therefore, leading companies in the memory industry, including SK Hynix, Samsung, and Micron, are actively expanding the capacity of HBM to cope with this challenge.

HBMWith its high -speed data transmission capacity, technology has become an indispensable part of AI chip design. From HBM1 to HBM3E, each generation of products has achieved significant improvement in stacking layers, transmission speed and storage capacity.

Nvidia's AI chip demand has increased, especially its adoptionHBM3E memory specification H H200 chips, further promoting the HBM market.

It is reported that the three major manufacturers of SK Hemori, Samsung and Micron have all been exhausted this year, and most of the production capacity of next year has also been booked. In order to meet market demand, these manufacturers are starting a fierce production capacity expansion competition.

SKHylos plans to increase its 5th -generation 1B DRAM production capacity to meet the increase in the demand for HBM and DDR5 DRAM.Samsung also announced in March this yearGreatlyImprove HBM production capacity, and Micron is building an advanced HBM test production line in the United States, and considers the production of HBM in Malaysia.

In this competition, SK Harbin has become the main supplier of Nvidia because of its lead in HBM3 products. Samsung focuses on cloud customer orders, while Micron skipped HBM3 and focused on the research and development and production of HBM3E products.

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