【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】据智通财经消息，韩国存储芯片巨头SK海力士(SK Hynix)正筹备一项重大投资计划，拟在美国印第安纳州西拉斐特市投资约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)的产能，以应对英伟达(Nvidia)的大量需求。
知情人士透露，这座新工厂预计将于2028年投入运营。目前，SK海力士是英伟达高性能人工智能GPU——H100 HBM存储系统的唯一供应商，其重要地位不言而喻。同时，SK海力士已经启动了新一代HBM存储HBM3E的全面量产，该产品将用于支持英伟达的AI GPU。据悉，首批HBM3E存储产品将在本月内交付给英伟达，彰显了两家公司之间紧密的合作关系。
这一投资举措表明，随着全球科技巨头对高性能计算和人工智能应用需求的不断增长，SK海力士正积极调整其产能布局，以确保供应链的稳定性和技术的领先性。此次在美国的建厂计划，不仅将强化SK海力士在全球存储市场的地位，也将对美国半导体产业链的本土化发展产生积极影响。
英语如下：
**News Title:** “SK Hynix Invests $4 Billion in US Plant to Directly Supply Nvidia’s HBM Memory Needs”
**Keywords:** SK Hynix, US factory, HBM memory
**News Content:** According to Zhitong Finance, South Korean memory chip giant SK Hynix is planning a significant investment, allocating around $4 billion to build an advanced chip packaging factory in West Lafayette, Indiana, USA. This move aims to expand its High-Bandwidth Memory (HBM) production capacity to cater to Nvidia’s robust demand.
Sources familiar with the matter reveal that the new facility is expected to commence operations in 2028. Currently, SK Hynix is the sole supplier of Nvidia’s high-performance AI GPU, the H100 HBM memory system, highlighting its pivotal role. Simultaneously, SK Hynix has initiated mass production of its next-generation HBM memory, the HBM3E, designed to support Nvidia’s AI GPUs. It is reported that the initial batch of HBM3E memory products will be delivered to Nvidia this month, underscoring the close collaboration between the two companies.
This investment strategy reflects SK Hynix’s proactive response to the growing global demand for high-performance computing and AI applications, as the company adjusts its production capacity to ensure supply chain stability and technological leadership. The establishment of this plant in the US is not only set to reinforce SK Hynix’s position in the global memory market but will also have a positive impact on the localization of the US semiconductor industry’s value chain.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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