韩国存储芯片巨头SK海力士近日传出重大投资计划，拟斥资40亿美元在美国印第安纳州西拉斐特建立一座先进的芯片封装工厂，以扩大其高带宽存储器(HBM)的产能，以满足英伟达(NVIDIA)日益增长的需求。据知情人士透露，这座新工厂预计将于2028年启动运营，旨在强化SK海力士在全球存储芯片市场的领先地位。
SK海力士目前是英伟达高性能人工智能GPU——H100 HBM存储系统的唯一供应商。随着英伟达在AI领域的持续扩张，对高效能存储解决方案的需求也在不断增加。为应对这一需求，SK海力士已经启动了新一代HBM存储——HBM3E的大规模量产。据悉，首批HBM3E产品将于本月交付给英伟达，进一步巩固双方的紧密合作关系。
这一投资举措不仅显示了SK海力士对美国市场的重视，也反映了全球半导体产业供应链的多元化趋势。通过在美国建立工厂，SK海力士能够更接近其主要客户，提高供应链的响应速度和效率，同时也为美国本土创造了就业机会，促进了当地经济的发展。
SK海力士的这一大规模投资计划，预示着全球半导体行业在技术创新和产能扩张方面的竞争将进一步加剧，特别是在高带宽存储领域，将对英伟达等依赖HBM存储技术的科技巨头产生深远影响。
英语如下：
News Title: “SK Hynix Invests $4 Billion in US Plant Targeting NVIDIA’s Soaring HBM Storage Demand”
Keywords: SK Hynix, US factory, HBM storage
News Content: South Korean memory chip giant SK Hynix recently announced a major investment plan to build an advanced chip packaging facility in West Lafayette, Indiana, with an outlay of $4 billion. The move aims to expand its High Bandwidth Memory (HBM) production capacity to meet NVIDIA’s growing demand. According to insiders, the new plant is expected to commence operations in 2028, reinforcing SK Hynix’s leading position in the global memory chip market.
Currently, SK Hynix is the exclusive supplier of NVIDIA’s high-performance AI GPU, the H100 HBM storage system. As NVIDIA continues to expand in the AI domain, the demand for high-performance storage solutions is escalating. To address this need, SK Hynix has initiated mass production of its next-generation HBM storage, the HBM3E. Reports suggest that the first batch of HBM3E products will be delivered to NVIDIA this month, further solidifying their close partnership.
This investment not only underscores SK Hynix’s commitment to the US market but also reflects the trend of diversification in the global semiconductor supply chain. By establishing a factory in the US, the company can be closer to its key client, enhancing supply chain responsiveness and efficiency. Additionally, it creates job opportunities domestically, fostering local economic growth.
SK Hynix’s massive investment plan signals an intensifying competition in the global semiconductor industry, particularly in the high-bandwidth storage segment, with far-reaching implications for technology giants like NVIDIA that rely on HBM storage technology.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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