Nvidia’s CEO Jensen Huang recently asked SK Group Chairman Chey Tae-won to bring forward the supply of 12-layer HBM4 chips by six months from SK’s schedule of early 2026,Chey said in a keynote speech at the SK AI Summit 2024 last month.Meanwhile, Tesla Inc.has asked Samsung and SK Hynix to supply HBM4 prototypes for general use, South Korea’s semiconductor industry sources told The Korea Economic Daily last month.The world’s No.1 electric vehicle maker is expected to choose one of the two companies as its HBM4 supplier after testing their samples.
Producing HBM4 with a 3 nm base die will further widen its gap with Samsung Electronics Co., which plans to apply its 4 nm foundry process for the sixth-generation HBM, or HBM4.12 NM FOUNDRY FOR GENERAL-USE HBM4For general-use HBM4 and HBM4E, SK Hynix will apply a 12 nm process technology in collaboration with TSMC.The world's No.2 memory chipmaker manufactured HBM3E, or fifth-geeration HBM, using its base dies.
SK Hynix Inc.will adopt the 3-nanometer process, the most advanced foundry technology available, to produce customized HBM4 chips in the second half of 2025, according to semiconductor industry sources on Tuesday.
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