Samsung & SK Hynix remain in a "major" race for HBM3 supremacy, as both business witness a substantial increase of orders from the AI market.
HBM3 Sees Huge Demand For Next-Gen AI Applications With Both Samsung & SK hynix In The Race To Secure Dominance
Korean outlet, ZDNET, reports that Samsung and SK Hynix are presently in the lead when it concerns production and providing HBM to international customers that consist of the similarity AMD and NVIDIA. The fast boost in the requirement for AI GPUs such as NVIDIA's H100s has actually triggered in proportional result on HBM need, which is why memory producers like Samsung and SK Hynix have actually actioned in to take advantage of the chance. SK Hynix exposed in the business's Q3 revenues that all orders for HBM have actually been offered out for the next year, and the scenario is comparable at Samsung's camp too.
HBM (High Bandwidth Memory) is an important part in the highly-demanded AI GPUs, using high transfer speeds, faster bandwidth, and increased memory capabilities, which is why business have actually diverted their focus towards its advancement. Offering a fast wrap-up, SK Hynix presently holds the lion's share in the HBM market, nevertheless, rivals like Samsung are quickly capturing up. SK hynix just recently handled to protect orders from NVIDIA and AMD, in addition to tasting its next-gen HBM3E memory to NVIDIA and other prospective customers.
The development of HBM3e will mark a brand-new shift in the market, considering that the procedure is anticipated to bring big efficiency gains and will likely debut in NVIDIA's Blackwell AI GPUs together with Team Red's Impulse MI400s. Memory makers are moving rapidly when it concerns establishing existing centers to manage the tremendous "buzz" surrounding HBM3e, and the declaration by SK Hynix backs the claim that HBM3e has terrific value for the future of AI computing. SK Hynix thinks that the HBM market can increase by 60-80% over the next 5 years, with the business's market share keeping supremacy.
In regards to rivals like Samsung, well things do look favorable. The business has just recently revealed its "Shinebolt" HBM3e memory, which promises much faster speeds than its rivals. The rise in AI advancements has actually certainly triggered fast development in the AI market, producing a space for other gamers to go into also
News Source: ZDNet Korea