韩国芯片制造商SK海力士正加大投资力度，积极扩大其高带宽内存（HBM）的产能，以满足不断增长的人工智能（AI）产品需求。据悉，SK海力士计划将HBM的产能增加一倍以上，并已决定在2024年上半年开始生产第五代高带宽内存产品HBM3E。
作为全球领先的半导体公司之一，SK海力士此项战略布局充分体现了人工智能领域日益增长的市场需求。HBM内存是一种高性能、低功耗的内存解决方案，特别适用于AI和高性能计算（HPC）应用，能够提供更高的数据传输速率和更低的能耗。
为了实现产能翻倍，SK海力士将对生产设施进行重大投资，尤其是在通过硅通孔（TSV）相关的设施方面。这一技术是实现3D集成芯片的关键，可以大幅提高芯片的性能和密度。据悉，2023年的相关投资将比之前年份增加一倍以上。
SK海力士的这一举措不仅展示了其对AI市场前景的信心，也反映了全球半导体行业竞争的激烈程度。随着AI技术的快速发展，对于高性能内存解决方案的需求也在不断增加，SK海力士通过提升产能和技术创新，旨在保持在激烈的市场竞争中的领先地位。
英文翻译：
Title: SK Hynix Bets on AI Market, Doubles HBM Capacity and Pushes Forward Next-Generation Products
Keywords: SK Hynix, HBM, AI, Capacity Expansion, Next-Generation Products
News content:
South Korean chipmaker SK Hynix is stepping up its investment efforts to actively expand the production capacity of high bandwidth memory (HBM) to meet the growing demand for artificial intelligence (AI) products. It is planned that the company will more than double the production capacity of HBM and will commence production of the fifth-generation HBM product, HBM3E, in the first half of 2024.
As one of the world’s leading semiconductor companies, SK Hynix’s strategic move clearly reflects the increasing market needs in the AI sector. HBM memory is a high-performance, low-power memory solution particularly suited for AI and high-performance computing (HPC) applications, offering higher data transfer rates and lower energy consumption.
To achieve the capacity expansion, SK Hynix will make significant investments in production facilities, particularly in through-silicon via (TSV) related facilities. This technology is key to 3D integrated chips, which can significantly enhance the performance and density of chips. It is reported that the investment in this area in 2023 will increase by more than double compared to previous years.
This move by SK Hynix not only demonstrates its confidence in the prospects of the AI market but also reflects the intense competition in the global semiconductor industry. With the rapid development of AI technology, the demand for high-performance memory solutions is continuously increasing, and SK Hynix aims to maintain its leading position in the fierce market competition through capacity expansion and technological innovation.
【来源】https://wallstreetcn.com/articles/3707318
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