【SK海力士斥巨资40亿美元在美国建厂，以满足英伟达对HBM存储的强劲需求】据智通财经报道，全球知名存储芯片制造商SK海力士正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，旨在扩大其高带宽存储器（HBM）的生产能力，以应对英伟达(Nvidia)不断增长的需求。据知情人士透露，该工厂预计将于2028年开始运营。
SK海力士作为英伟达高性能人工智能GPU——H100 HBM存储系统的唯一供应商，其战略地位不言而喻。目前，该公司已开始全面量产新一代HBM存储——HBM3E，并已整合了英伟达的AI GPU技术。据消息，首批HBM3E存储产品将于本月交付给英伟达，进一步巩固了双方的合作伙伴关系。
这一大规模投资凸显了SK海力士对满足全球科技巨头需求的决心，同时也反映了美国作为全球半导体产业链重要一环的吸引力。随着全球科技竞争加剧，尤其是在AI和高性能计算领域，SK海力士的这一举措或将重塑全球存储芯片市场的格局。
英语如下：
News Title: “SK Hynix Invests $4 Billion in U.S. Plant to Supply Nvidia with HBM Memory Expansion”
Keywords: SK Hynix, U.S. factory, HBM memory
News Content: According to Zhitong Finance, SK Hynix, a renowned global memory chip manufacturer, is planning to invest approximately $4 billion in a state-of-the-art chip packaging facility in West Lafayette, Indiana, USA. The purpose of this investment is to boost the production capacity of its High-Bandwidth Memory (HBM) to cater to Nvidia’s escalating demand. Sources familiar with the matter reveal that the plant is expected to commence operations in 2028.
As the exclusive supplier of Nvidia’s high-performance AI GPU, the H100 HBM memory system, SK Hynix’s strategic significance is clear. The company has already initiated mass production of its next-generation HBM memory, HBM3E, and integrated Nvidia’s AI GPU technology. Reports indicate that the initial batch of HBM3E memory products will be delivered to Nvidia this month, further solidifying their partnership.
This substantial investment underscores SK Hynix’s commitment to meeting the requirements of global tech giants and reflects the allure of the United States as a crucial link in the global semiconductor supply chain. Amid intensifying global tech competition, especially in AI and high-performance computing, SK Hynix’s move could potentially reshape the landscape of the global memory chip market.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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