Nvidia’s Huang asked SK Hynix to bring forward supply of HBM4 chips by 6 months, SK’s chairman says By Reuters

By Hyunjoo Jin and Joyce Lee

SEOUL (Reuters) -Nvidia CEO Jensen Huang had requested reminiscence chip maker SK Hynix to carry ahead by six months the availability of its next-generation high-bandwidth reminiscence chips referred to as HBM4, SK Group Chairman Chey Tae-won stated on Monday.

South Korea’s SK Hynix stated in October that it aimed to produce the chips to prospects within the second half of 2025. An SK Hynix spokesperson stated on Monday that this timeline was quicker than an preliminary goal with out elaborating additional.

Huang’s request for quicker supply highlights demand for for greater capability, energy-efficient chips utilized in Nvidia (NASDAQ:)’s graphic processing items to develop AI know-how. Nvidia instructions greater than 80% of the worldwide AI chip market.

SK Hynix has been main a world race to fulfill an explosive demand for HBM chips that help within the processing of huge quantities of knowledge to coach AI know-how and are essential for Nvidia’s chipsets. However it’s going through growing competitors from rivals like Samsung Electronics (KS:) and Micron (NASDAQ:).

SK Hynix, which plans to produce the most recent 12-layer HBM3E to an unidentified buyer this 12 months, additionally plans to ship samples of extra superior 18-layer HBM3E early subsequent 12 months, its CEO, Kwak Noh-Jung, stated on the SK AI SUMMIT 2024 in Seoul.

Samsung stated final week that it was making progress on a provide cope with an unidentified main buyer after affected by delays, including that it was in talks with main prospects to provide “improved” HBM3E merchandise within the first half of subsequent 12 months. Samsung additionally plans to provide the next-generation HBM4 merchandise within the second half of subsequent 12 months.

Shares of SK Hynix jumped 5.1% whereas Samsung shares firmed 1%. The broader market was up 1.6%.