不过，挑战依然存在。三星电子高管指出，尽管2024年第四季度HBM销售额实现了190%的环比增长，但仍未达到预期水平。尽管如此，三星电子仍对HBM市场的未来发展持乐观态度，并预计需求将在2025年第二季度恢复增长。为此，公司已设定目标，即今年HBM的 ...

South Korean memory makers SK Hynix and Samsung Electronics both saw their exports of multi-chip packages (MCP) fall ...

China’s leading memory chipmaker, ChangXin Memory Technologies (CXMT), is pushing into the high-bandwidth memory (HBM) market ...

Chinese AI startup DeepSeek has demonstrated a cost-effective approach to high-performance AI, potentially disrupting SK ...

DeepSeek 最新型号的突破之处在于使用了 H800，这是一款规格远低于 Nvidia 旗舰产品 H100 的 GPU。由于美国的出口限制，DeepSeek 在开发其 V3 型号时选择了 H800，其性能仅为 H100 的一半左右，主要是由于其 ...

TL;DR: SK hynix reported record profits in 2024, driven by high demand for its HBM memory used in AI chips, achieving sales of 66.1 trillion won and operating profits of 23.4 trillion won.

SK Hynix减产措施反映了对当前市场环境的应对策略，旨在通过减少供应来缓解市场上的库存压力，并稳定NAND闪存的价格，这是市场环境的一种策略性调整。 在HBM领域，SK Hynix在韩国龙仁市的新Fab厂和业务设施建设，部分目的是为了应对面向AI的半导体存储器需求 ...

NVIDIA CEO Jensen Huang says he can't trust Samsung's HBM memory, 'we cannot trust and do business with them because senior ...

South Korea-based SK Hynix booked record revenue and operating profit in 2024, and forecast demand for high bandwidth memory (HBM) and high-density server chips to continue to rise as big tech ...

The report shows that HBM chip market is set to grow at an annual rate of 42% between now and 2033, due to its importance to AI computing SK Hynix is poised to keep its position as lead supplier ...

SK's factory investment plan for high-bandwidth memory (HBM) chips this year also underwhelmed investors, analysts said. Before the result, SK Hynix shares had jumped about 30% this year on ...

SK hynix posted multiple record highs in its 2024 earnings, boosted by the robust sales of its high-bandwidth memory (HBM) chips tailored specifically for artificial intelligence (AI) computing.