【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，全球存储芯片巨头SK海力士宣布了一项重大投资计划，拟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。此举旨在扩大其高带宽内存(HBM)的生产能力，以应对英伟达对其产品日益增长的需求。
知情人士透露，这座新工厂预计将于2028年开始运营，将有助于SK海力士更好地服务其关键客户英伟达。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。这一密切合作关系在业界具有重要地位。
此外，SK海力士已成功实现新一代HBM存储——HBM3E的全面量产。据消息，首批HBM3E产品将于本月交付给全球AI芯片领域的领军企业英伟达。这一进展标志着SK海力士在技术创新和产能提升上的重要里程碑，同时也反映了英伟达对高性能存储解决方案的迫切需求。
通过在美国设立新工厂，SK海力士不仅能够更贴近市场，提高供应链的响应速度，还可能进一步巩固其在全球存储芯片市场，特别是HBM领域的领先地位。这一投资计划也反映了全球半导体行业对产能扩张和地域多元化的战略考量，以应对不断变化的市场环境和客户需求。
英语如下：
News Title: “SK Hynix Invests $4 Billion in U.S. Factory to Boost NVIDIA’s HBM Storage Demand”
Keywords: SK Hynix, U.S. factory, HBM storage
News Content: **SK Hynix to Pour $4 Billion into a U.S. Factory to Meet NVIDIA’s Soaring Demand for HBM Storage** According to Zhitong Finance, global memory chip giant SK Hynix has announced a significant investment plan to build an advanced chip packaging facility in West Lafayette, Indiana, with an estimated investment of around $4 billion. The move aims to expand its production capacity of High-Bandwidth Memory (HBM) to cater to NVIDIA’s increasing demand for the product.
Sources familiar with the matter revealed that the new plant is expected to commence operations in 2028, enabling SK Hynix to better serve its key client NVIDIA. Currently, SK Hynix is the sole supplier of NVIDIA’s high-performance AI GPU, the H100 HBM storage system, a crucial partnership in the industry.
Furthermore, SK Hynix has successfully achieved full-scale production of its next-generation HBM storage, HBM3E. It is reported that the first batch of HBM3E products will be delivered to NVIDIA, a global leader in AI chips, this month. This milestone signifies a significant step in SK Hynix’s innovation and capacity enhancement, reflecting NVIDIA’s pressing need for high-performance storage solutions.
By establishing a new factory in the United States, SK Hynix not only gets closer to the market, enhancing supply chain responsiveness but also potentially solidifies its leading position in the global memory chip market, particularly in the HBM segment. This investment plan underscores the semiconductor industry’s strategic considerations for capacity expansion and geographic diversification to adapt to evolving market conditions and customer requirements.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
Views: 2