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By Hyunjoo Jin
SEOUL (Reuters) -Nvidia Chief Executive Officer Jensen Huang had actually asked memory chip manufacturer SK Hynix to advance by 6 months the supply of its next-generation high-bandwidth memory chips called HBM4, SK Team Chairman Chey Tae-won stated on Monday.
SK Hynix stated in October that it intended to provide the chips to consumers in the 2nd fifty percent of 2025. An SK Hynix speaker stated on Monday that this timeline was faster than a preliminary target without clarifying better.
Huang’s ask for faster shipment highlights assumptions for solid need for the following versions of Nvidia’s visuals handling systems made use of for AI, which will certainly consist of the brand-new HBM chips. Nvidia regulates greater than 80% of the AI chip market.
SK Hynix has actually been leading an international race to satisfy an eruptive need for HBM chips that help in the handling of large quantities of information to educate AI modern technology and are critical for Nvidia’s graphics refining systems.
However opponents like Samsung Electronic devices and Micron are attempting to capture up in the race.
Samsung stated recently that it was making development on a supply take care of an unknown significant client after experiencing hold-ups on its 8-layer HBM3E chips.
SK Hynix stated the marketplace is changing from 8-layer to 12-layer HBM3Es. SK Hynix began automation of 12-layer HBM3E in September and prepares to provide the most recent items to unknown consumers in the present quarter.
( Coverage by Hyunjoo Jin and Joyce Lee; Modifying by Ed Davies and Himani Sarkar)
