英伟达又有大动作？要求供应商提前六个月供应芯片

FX16811-04 23:54

FX168财经报社(北美)讯 SK 集团董事长崔泰源周一（11月4日）表示，英伟达(NVDA) 首席执行官黄仁勋已要求内存芯片制造商 SK Hynix (000660.KS, HXSCL) 将其下一代高带宽内存芯片 HBM4 的供应提前六个月。

韩国 SK Hynix 10 月表示，其目标是在 2025 年下半年向客户供应芯片。SK Hynix 发言人周一表示，这一时间表比最初的目标要快，但没有进一步详细说明。

黄仁勋要求加快交货速度，凸显了对英伟达图形处理单元用于开发 AI 技术的更高容量、更节能的芯片的需求。英伟达占据了全球 AI 芯片市场 80% 以上的份额。

SK Hynix 一直引领全球竞争，以满足对 HBM 芯片的爆炸性需求，这些芯片有助于处理大量数据以训练 AI 技术，对英伟达的芯片组至关重要。但它正面临来自三星电子和美光等竞争对手日益激烈的竞争。

SK海力士首席执行官郭卢正 (Kwak Noh-Jung) 在首尔举行的 SK AI SUMMIT 2024 上表示，该公司计划今年向一位未透露姓名的客户供应最新的 12 层 HBM3E，还计划明年初交付更先进的 16 层 HBM3E 样品。

三星上周表示，在遭遇延误后，它正在与一位未透露姓名的主要客户就供应协议取得进展，并补充说，它正在与主要客户进行谈判，以在明年上半年生产“改进的”HBM3E 产品。三星还计划在明年下半年生产下一代 HBM4 产品。

SK Hynix 股价上涨 5.1%，三星股价上涨 1%。大盘上涨 1.6%。

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