全球半导体巨头SK海力士近日宣布，为满足日益增长的人工智能（AI）领域对高性能内存的需求，公司计划将高带宽内存（HBM）的生产能力提升一倍以上。这一战略举措表明，SK海力士正积极布局AI市场，以抢占技术制高点。
据华尔街见闻报道，SK海力士将大幅度增加对高带宽内存模块（HBM）生产设施，特别是硅通孔（TSV）相关技术的投资。与2023年的投资规模相比，这一领域的投资将翻倍以上，旨在实现HBM产能的显著扩张。公司预计，这一产能提升的进程将在2024年上半年初见成效。
作为其战略的一部分，SK海力士还透露，计划在明年上半年开始生产其第五代高带宽内存产品——HBM3E。HBM3E作为最先进的内存解决方案，将为高性能计算和AI应用提供更强大的数据处理能力，以应对AI市场对更高带宽和更低延迟的需求。
SK海力士的这一战略决策，不仅体现了其对AI市场未来潜力的坚定信心，也预示着全球半导体行业在技术创新和产能扩展方面的竞争将进一步加剧。随着AI应用的普及和深化，高性能内存的重要性日益凸显，SK海力士的提前布局无疑将为其在全球半导体市场的地位增添重要砝码。
英语如下：
**News Title:** “SK Hynix Makes Massive Investment to Double HBM Capacity, Targeting the AI Era”
**Keywords:** SK Hynix, HBM capacity, AI demand
**News Content:**
Title: SK Hynix Boosts HBM Production Investment to Cater to Growing AI Market Demands
Global semiconductor giant SK Hynix has recently announced plans to more than double its production capacity of High Bandwidth Memory (HBM) to address the increasing demand for high-performance memory in the artificial intelligence (AI) sector. This strategic move signals the company’s active positioning in the AI market to seize a technological edge.
According to reports from Wall Street Journal, SK Hynix will significantly increase investments in HBM module manufacturing facilities, particularly in Through Silicon Via (TSV) technology. Compared to 2023 investment levels, spending in this area is set to double or more, aiming for substantial expansion of HBM production capacity. The company anticipates initial results from this capacity boost in the first half of 2024.
As part of its strategy, SK Hynix also disclosed intentions to commence production of its fifth-generation High Bandwidth Memory product, HBM3E, in the first half of next year. As the most advanced memory solution, HBM3E will provide enhanced data processing capabilities for high-performance computing and AI applications, catering to the market’s demand for higher bandwidth and lower latency.
This strategic decision by SK Hynix underscores the company’s firm belief in the future potential of the AI market and foreshadows intensified competition in the global semiconductor industry regarding technological innovation and capacity expansion. With the proliferation and deepening of AI applications, the significance of high-performance memory grows, and SK Hynix’s proactive stance is poised to strengthen its position in the global semiconductor landscape.
【来源】https://wallstreetcn.com/articles/3707318
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