SK hynix has announced mass production of its new 12-layer HBM3E memory, boasting a record-breaking 36GB capacity and speeds of 9.6Gbps. This breakthrough memory technology is set to significantly enhance the performance of AI systems, with NVIDIA leading the charge as the first customer to receive the high-performance chips.
SK hynix is set to begin mass production of its advanced 12-layer HBM3E memory chips for AI applications by the end of September, with shipments expected to start in Q4 2024. The company is also pushing forward with its next-generation HBM4 memory, slated for release in the second half of 2025, designed to be compatible with NVIDIA’s upcoming Rubin R100 AI GPU.
SK hynix, the South Korean memory giant, is working on a new generation of high-bandwidth memory (HBM) that promises a 20-30x performance leap compared to current models. This development is being driven by the surging demand for AI hardware, particularly from major tech companies like Apple, Google, and Amazon, known collectively as the “Magnificent 7.” SK hynix aims to provide custom HBM solutions to meet the specific needs of these companies, emphasizing the importance of creating its own specifications rather than solely following market trends.
SK hynix will be attending FMS 2024, a global semiconductor memory event, where it will showcase advancements in its memory technologies and products, including its next-generation AI memory products like the 12-layer HBM3E and 321-high NAND. The company will also present its vision for the AI space and highlight its leadership in the industry.
SK Hynix, the second-largest memory chipmaker globally, reported a net profit of 1.92 trillion South Korean won ($1.39 billion) in the first quarter, reversing a loss of 2.58 trillion won logged in the same period a year ago. This marks the first positive income recorded since the third quarter of 2022. The strong performance was attributed to increased sales of AI server products and high-bandwidth memory (HBM), which caters to the surging demand for AI chipsets. SK Hynix plans to increase supply of HBM3E and introduce 32GB DDR5 products this year to meet the growing demand for AI memory. Despite a 4% slide in share prices on Thursday morning, SK Hynix shares have jumped over 100% in the past year.
