韩国存储芯片巨头SK海力士近日传出重大投资计划，据媒体引述知情人士消息，该公司拟斥资40亿美元在美国印第安纳州西拉斐特建设一座先进的芯片封装工厂，以扩大其HBM存储产能，以满足英伟达(Nvidia)不断增长的需求。这一举措显示出全球半导体产业链中，特别是在高性能计算领域的紧密合作趋势。
SK海力士作为英伟达H100 HBM存储系统的唯一供应商，其重要性不言而喻。随着英伟达在人工智能GPU领域的持续领先，对高性能存储解决方案的需求日益增强。知情人士透露，新建的工厂预计将于2028年开始运营，将有助于SK海力士更好地应对市场变化，确保稳定供货。
目前，SK海力士已经开始全面量产新一代HBM3E存储，该产品专为英伟达的AI GPU设计。据悉，首批HBM3E存储产品将在本月交付给英伟达，彰显了两家公司在技术创新和供应链协作上的高效运作。
这一投资不仅对SK海力士和英伟达的未来发展具有战略意义，同时也将对美国半导体产业产生深远影响，可能促进美国本土的半导体制造能力和技术升级。随着全球科技竞争加剧，这样的跨国合作和大规模投资显示出行业对先进芯片制造的重视，以及对满足高性能计算需求的紧迫性。
英语如下：
News Title: “SK Hynix Invests $4 Billion in U.S. Factory for Nvidia’s HBM Storage Expansion Plan”
Keywords: SK Hynix, U.S. factory, HBM storage
News Content: South Korean memory chip giant SK Hynix recently announced a significant investment plan, with sources revealing to the media that the company intends to spend $4 billion to construct an advanced chip packaging facility in West Lafayette, Indiana, USA. This move is aimed at expanding its High-Bandwidth Memory (HBM) storage capacity to cater to Nvidia’s growing demands. It highlights the close collaboration trend within the global semiconductor supply chain, particularly in the high-performance computing segment.
As the sole supplier of Nvidia’s H100 HBM storage system, SK Hynix’s importance is evident. With Nvidia maintaining its lead in AI GPU technology, the demand for high-performance storage solutions has intensified. According to insiders, the new factory is expected to commence operations in 2028, enabling SK Hynix to better navigate market fluctuations and ensure stable supply.
Currently, SK Hynix has started mass-producing its next-generation HBM3E memory, specifically designed for Nvidia’s AI GPUs. It is reported that the initial batch of HBM3E storage products will be delivered to Nvidia this month, demonstrating the efficient collaboration between the two companies in technological innovation and supply chain management.
This investment not only holds strategic significance for the future of both SK Hynix and Nvidia but is also poised to have a profound impact on the U.S. semiconductor industry, potentially boosting domestic chip manufacturing capabilities and technological advancement. Amid intensifying global tech competition, such cross-border cooperation and massive investments underscore the industry’s emphasis on advanced chip manufacturing and the urgency to meet high-performance computing requirements.
【来源】https://www.zhitongcaijing.com/content/detail/1092705.html
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