SK Hynix & Samsung Witness Surge in HBM3 Demand, All Orders Offered Out Until 2025

Samsung & SK Hynix are in a “critical” race for HBM3 dominance, as each corporations witness an enormous inflow of orders from the AI trade.

HBM3 Sees Large Demand For Subsequent-Gen AI Functions With Each Samsung & SK hynix In The Race To Safe Dominance

Korean outlet, ZDNET, stories that Samsung and SK Hynix are at the moment within the lead in the case of manufacturing and supplying HBM to world purchasers that embrace the likes of AMD and NVIDIA. The speedy enhance within the want for AI GPUs resembling NVIDIA’s H100s has prompted in proportional impact on HBM demand, which is why reminiscence producers like Samsung and SK Hynix have stepped in to capitalize on the chance. SK Hynix revealed within the firm’s Q3 earnings that every one orders for HBM have been bought out for the subsequent yr, and the scenario is comparable at Samsung’s camp as properly.

HBM (Excessive Bandwidth Reminiscence) is an important element within the highly-demanded AI GPUs, providing excessive switch speeds, quicker bandwidth, and elevated reminiscence capacities, which is why corporations have diverted their focus towards its improvement. Giving a fast recap, SK Hynix at the moment holds the lion’s share within the HBM trade, nonetheless, opponents like Samsung are quickly catching up. SK hynix lately managed to safe orders from NVIDIA and AMD, together with sampling its next-gen HBM3E reminiscence to NVIDIA and different potential purchasers.

The appearance of HBM3e will mark a brand new transition within the trade, for the reason that course of is anticipated to convey enormous efficiency beneficial properties and can seemingly debut in NVIDIA’s Blackwell AI GPUs together with Crew Pink’s Intuition MI400s. Reminiscence producers are shifting shortly in the case of creating present services to deal with the immense “hype” surrounding HBM3e, and the assertion by SK Hynix backs the declare that HBM3e has nice significance for the way forward for AI computing. SK Hynix believes that the HBM trade can enhance by 60-80% over the subsequent 5 years, with the corporate’s market share retaining dominance.

By way of opponents like Samsung, properly issues do look constructive. The corporate has lately unveiled its “Shinebolt” HBM3e reminiscence, which pledges quicker speeds than its opponents. The surge in AI developments has positively prompted speedy development within the AI trade, creating a spot for different gamers to enter as properly

Information Supply: ZDNet Korea