A person walks future a symbol of SK Hynix on the foyer of the corporate’s Bundang workplace in Seongnam on January 29, 2021.
Jung Yeon-Je | AFP | Getty Pictures
South Korean reminiscence chipmaker SK Hynix mentioned Friday that it used to be able for pile generating its next-generation high-bandwidth reminiscence chips, staying forward of competitors, and sending the corporate’s conserve hovering.
HBM is a kind of reminiscence this is old in chipsets for artificial-intelligence computing, together with in chips from world AI immense Nvidia — a big consumer of SK Hynix.
SK Hynix said earlier this year that it had shipped samples of its HBM4 chips to shoppers, because it sought to overcome competition together with Samsung Electronics and Micron Applied sciences.
In keeping with its announcement Friday, the corporate has completed its inner validation and detail guarantee procedure for HBM4 and is able to assemble the ones at scale.
“Completion of HBM4 development will be a new milestone for the industry,” Joohwan Cho, head of HBM building at SK Hynix, mentioned.
HBM4 is the 6th era of HBM generation — a kind of Dynamic Random Get entry to Reminiscence, or DRAM. DRAM may also be present in private computer systems, workstations and servers and is old to bind information and program code.
SK Hynix’s fresh HBM4 product has doubled bandwidth and larger energy potency by means of 40% in comparison to the former era, in keeping with the corporate.
Particularly, HBM4 is predicted to be the principle AI reminiscence chip wanted for Nvidia’s next-generation Rubin structure — a extra tough AI chip for world information facilities — mentioned Dan Nystedt, vice-president at TriOrient, an Asia-based non-public funding company with a focal point on semiconductors.
“SK Hynix is a key supplier for Nvidia, and the announcement shows it remains far ahead of rivals,” he mentioned.
Samsung Electronics and Micron have struggled to catch as much as SK Hynix in HBM, because it builds on its branch management and advantages from being Nvidia’s primary HBM vendor.
Micron has additionally shipped samples of its HBM4 merchandise to shoppers, future Samsung has reportedly been running to get its HBM4 chips qualified by means of Nvidia. Alternatively, analysts be expecting SK Hynix’s dominance to persist into subsequent yr.
This corporate’s stocks rose greater than 7% Friday to accident their easiest since 2000, following its chip announcement, bringing year-to-date to almost 90%. Stocks of Samsung Electronics and Micron have risen over 40% and just about 80% in 2025, respectively.
SK Hynix posted file running benefit and earnings for its June-quarter, due to sturdy HBM call for, which accounted for 77% of its general revenues.
The corporate expects to double HBM gross sales for the overall yr in comparison to 2024, and for call for from AI to keep growing into 2026.
