SK Hynix, a major supplier to Nvidia, reports high demand for its HBM memory chips used in AI applications. The company's chips for 2024 are fully booked, while those for 2025 are nearly sold out. SK Hynix will start sending samples of its latest 12-layer HBM3E chips in May, with mass production scheduled for the 3rd quarter. The CEO anticipates a 60% increase in annual demand for AI-applicable memory chips in the mid- and long-term. The company expects to generate mid-US$10 billion in revenue from HBM memory chip sales by the end of 2024.
TrendForce: HBM demand will grow 200% this year, and double again in 2025, with prices to rise 5%-10% in 2025. HBM (high bandwidth memory), the main AI memory chip, already sells at prices several times higher than conventional DRAM, and 5-times that of DDR5 DRAM. Negotiations…
Explosive HBM demand fueling an expected 20% increase in DDR5 memory pricing — demand for AI GPUs drives production cuts for standard PC memory https://t.co/BMrCZfA8aU https://t.co/sNkXs7L8Ya
Server DRAM prices are expected to rise 15%-20% in the 2nd quarter on strong demand and because much memory chip production is being used by HBM, leaving a short supply of server DRAM, media report, noting the original forecast was for server DRAM in Q2 was 3%-8%, from market…
#SKHynix just announced that it's ready to meet the #AI challenge with larger-than-ever SSDs, reaching unprecedented capacities. https://t.co/yN7KJVXvnA
💾🇰🇷 Major push by SK hynix into the AI arena, teasing 300TB SSDs - an unprecedented storage capacity perfect for the data-booming AI era! #SSD #AIRevolution https://t.co/gip5G2z8cT
SK hynix is teasing 300TB SSDs as it pushes into AI https://t.co/7qA3xtHGGc https://t.co/OHVLRKXJmS
#SKHynix says high-end AI #memory chips almost sold out through 2025 https://t.co/zL0j7IpGvO
SK Hynix says high-end AI memory chips almost sold out through 2025 https://t.co/0wwyQmyh2q
SK Hynix expects accumulated HBM memory chip revenue to total “mid-US$10 billion” by the end of 2024 on the back of sales of ever speedier chips, called HBM3E (high bandwidth memory), which go into mass production in the 3rd quarter, The Elec reports. HBM3E is the 5th generation…
HBM supply from SK hynix and Micron sold out until late 2025 https://t.co/qkyymCPKrL https://t.co/FECo7XNC9D
AI boom still running hot as SK Hynix says its already sold majority of its 2025 allotment of high-bandwidth memory chips. https://t.co/tDVgRCL49W
SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out https://t.co/jLTZcTfEGa https://t.co/rJhq3UdUIG
SK hynix's high bandwidth memory buffet fully booked till 2025 https://t.co/8jwv4n7IP6
SK Hynix's HBM chips for AI chipsets are sold out for 2024 and nearly sold out for 2025. CEO Kwak Noh-Jung told a news conference. "Annual demand growth is expected to be about 60% in the mid-to long-term." The Nvidia supplier and world’s second-largest memory chipmaker will…
SK Hynix says that its HBM chip range has sold out for 2024. https://t.co/nRytoJLCFl https://t.co/dvzEy6vzi2
Nvidia supplier SK Hynix says HBM chips are almost sold out for 2025. Link in comments↓ #AI #Growth
Nvidia supplier SK Hynix says HBM chips almost sold out for 2025 https://t.co/dtnu2qOxCO https://t.co/SoRURQTkZ5
SK Hynix’s AI-Related Memory Chips Sold Out For Year - WSJ https://t.co/HAI0dQkWiw
SK Hynix’s AI-Related Memory Chips Sold Out for Year https://t.co/YT1fjXaQTL
SK Hynix will continue expanding output of memory chips used in AI applications, predicting that average annual demand for AI-applicable memory chips will increase 60% in the mid- and long-term, its CEO says. https://t.co/8PtJrnuGQI
SK Hynix CEO: HBM memory chips for delivery in 2025 are nearly sold out, while 2024 is fully booked, Reuters reports, adding Hynix will in May begin sending customers samples of its latest chips, 12-layer HBM3E, which will be mass produced from the 3rd quarter. $NVDA $TSM $MU…