韩国存储芯片巨头SK海力士近日传出重大消息，公司计划在美国印第安纳州西拉斐特投资约40亿美元，建设一座先进的芯片封装工厂，旨在扩大HBM存储的生产能力，以满足英伟达不断增长的需求。据知情人士透露，这座备受瞩目的工厂预计将于2028年开始运营，彰显了SK海力士对满足全球高性能计算市场的坚定承诺。
SK海力士与英伟达的合作关系日益紧密，目前是英伟达高性能AI GPU——H100 HBM存储系统的唯一供应商。随着新一代HBM3E存储的全面量产，SK海力士已开始为英伟达提供这款尖端技术产品。据悉，首批HBM3E存储将于本月交付给英伟达，进一步巩固了两家公司在全球AI芯片领域的领先地位。
此次投资不仅将提升SK海力士的生产能力，也有望为美国的半导体产业注入新活力，促进当地就业和技术创新。随着全球科技竞争的加剧，SK海力士的这一举措反映了半导体行业对满足高性能计算和人工智能应用需求的紧迫性。
来源：智通财经
英语如下：
Title: “SK Hynix to Invest $4 Billion in US Factory, Boosting NVIDIA’s HBM Memory Expansion”
Keywords: SK Hynix, US factory, NVIDIA partnership
News Content:
South Korean memory chip giant SK Hynix is set to make a significant move by investing around $4 billion in a cutting-edge chip packaging plant in West Lafayette, Indiana, USA. This strategic move aims to ramp up production of High-Bandwidth Memory (HBM) to cater to NVIDIA’s growing demands. According to insiders, the much-anticipated facility is expected to commence operations in 2028, demonstrating SK Hynix’s strong commitment to addressing the global high-performance computing market.
The partnership between SK Hynix and NVIDIA has been strengthening, with SK Hynix currently being the exclusive supplier of NVIDIA’s high-performance AI GPU, the H100 HBM memory system. As the mass production of the next-generation HBM3E memory commences, SK Hynix has started supplying this advanced technology to NVIDIA. Reports indicate that the first batch of HBM3E memory will be delivered to NVIDIA this month, further solidifying the companies’ leading positions in the global AI chip industry.
This investment not only enhances SK Hynix’s production capacity but is also anticipated to inject new vitality into the US semiconductor sector, promoting local job creation and technological innovation. Amidst intensifying global tech competition, SK Hynix’s decision underscores the urgency in the semiconductor industry to meet the demands of high-performance computing and artificial intelligence applications.
Source: Zhitong Finance
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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