2 weeks Ago By Dan Robinson
Memory chipmaker SK hynix has already sold all the high bandwidth memory (HBM) it will manufacture this year and most of its expected 2025 production, citing increased demand driven by the AI craze. Micron is also getting in on the act with availability of 128 GB DDR5 RDIMMs for servers. SK hynix told a news conference at its Icheon headquarters in South Korea that it is set to expand its output of memory chips, predicting that global demand is set to increase over the long term thanks to applications such as AI.
In the near term, the company plans to provide customers with samples of its fifth-generation HBM products – 12-layer HBM3E – during May, and start mass production of these in the third quarter, according to The Korea Times . Domestic rival Samsung revealed this week that it plans to mass produce HBM3E 12-layer products and a 128 GB product based on 1B nanometer 32 GB DDR5 within the second quarter, also with an eye on demand driven by AI. SK hynix CEO Kwak Noh-jung told the conference that his company will be able to produce many more HBM chips after completing new fabrication and advanced packaging facilities, located in South Korea and the US, Nikkei Asia reports.
"The HBM market is expected to grow continuously as the number of parameters and modalities are increasing for the improvement of AI quality," Kwak is reported as saying. The company is the main supplier of HBM chips for Nvidia's GPUs, which are heavily used for AI training purposes. He forecast that.
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