Samsung, SK Hynix up the ante on HBM to enjoy AI memory boom

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Samsung, SK Hynix up the ante on HBM to enjoy AI memory boom - Korea Economic Daily

Quick Summary:

TAIPEI – Samsung Electronics Co.and SK Hynix Inc., the world’s two largest memory chipmakers, are racing to supply their advanced DRAM chips to their clients, including Nvidia Corp.to enjoy the Al boom.

Our development is going smoothly so we expect to supply the chip to our clients at the right time.”Semicon Taiwan 2024, organized by chip industry association SEMI, features over 1,100 chip-related enterprises at 3,700 booths – a 22% increase from last year, according to SEMI Taiwan.

Among memory chipmakers, SK Hynix is the biggest beneficiary of the explosive increase in AI adoption, as it dominates the production of HBM, critical to generative AI computing, and is the top supplier of AI chips to Nvidia, which controls 80% of the AI chip market.