韩国存储芯片巨头SK海力士近日传出重大投资计划，据知情人士向媒体透露，该公司拟斥资约40亿美元在美国印第安纳州西拉斐特建设一座先进的芯片封装工厂，以扩大其高带宽存储器（HBM）的生产能力，以满足英伟达（NVIDIA）日益增长的需求。据悉，这座大型工厂预计将于2028年启动运营。
SK海力士在全球存储芯片市场占据重要地位，尤其在为英伟达供应高性能人工智能GPU的HBM存储系统方面，它是独家供应商。目前，SK海力士已经开始全面量产新一代HBM存储——HBM3E，该存储器专为英伟达的AI GPU设计。据透露，首批HBM3E存储产品将于本月交付给英伟达，进一步巩固双方的合作伙伴关系。
这一投资举措凸显了全球半导体行业对先进封装技术的需求，以及英伟达在人工智能和高性能计算领域的领导地位。随着数据中心和AI应用的快速发展，对高效能存储解决方案的需求持续增长，SK海力士的美国建厂计划旨在确保其能够及时、稳定地为关键客户如英伟达提供关键组件。
此次投资也反映了跨国公司在地缘政治和供应链多元化背景下的战略调整，SK海力士在美国设立工厂，旨在减少潜在的供应链风险，同时加强与北美市场，特别是关键客户英伟达的紧密联系。
英语如下：
**News Title:** “SK Hynix Puts $4 Billion into U.S. Plant to Boost NVIDIA’s HBM Memory Needs”
**Keywords:** SK Hynix, U.S. factory, HBM memory
**News Content:** South Korean memory chip giant SK Hynix has recently announced a significant investment plan, with sources familiar with the matter revealing to the media that the company intends to spend around $4 billion to construct an advanced chip packaging factory in West Lafayette, Indiana, USA. This move aims to expand its High-Bandwidth Memory (HBM) production capacity to meet NVIDIA’s growing demand. It is anticipated that the large-scale facility will commence operations in 2028.
SK Hynix holds a crucial position in the global memory chip market, particularly as the exclusive supplier of high-performance HBM storage systems for NVIDIA’s AI GPUs. The company has already started mass production of its next-generation HBM memory, HBM3E, specifically designed for NVIDIA’s AI GPUs. Sources indicate that the initial batch of HBM3E memory products will be delivered to NVIDIA this month, further solidifying their partnership.
This investment underscores the global semiconductor industry’s demand for advanced packaging technologies and NVIDIA’s leading position in AI and high-performance computing. As data centers and AI applications continue to develop rapidly, the need for high-performance storage solutions is on the rise. SK Hynix’s plan to build a factory in the U.S. is intended to ensure timely and stable supply of critical components to key clients like NVIDIA.
The investment also reflects the strategic adjustments of multinational companies in the context of geopolitical tensions and supply chain diversification. By establishing a factory in the U.S., SK Hynix aims to mitigate potential supply chain risks while strengthening its close ties with the North American market, particularly key customer NVIDIA.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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