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11mo ago

SK Hynix High-End AI Memory Chips Sold Out Through 2025

The semiconductor giant SK Hynix has reported that demand for its high-end AI memory chips has led to sellouts of its entire 2024 production and most of 2025's output.

Memory chips made by South Korean semiconductor company SK Hynix are seen on a computer circuit board on February 25, 2022. Photo: Reuters
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Overview

  • SK Hynix's high-bandwidth memory (HBM) chips are in high demand due to their use in AI applications, with the 2024 supply fully booked and 2025 nearly sold out.
  • The company has announced plans to start mass production of its fifth-generation HBM chips in Q3 2024, indicating a continuous advancement in memory technology.
  • SK Hynix's dominance in the HBM market is bolstered by its role as a top supplier to Nvidia, which controls about 80% of the global AI chip market.
  • The semiconductor firm is also expanding its production capabilities, with new investments in fabrication and advanced packaging facilities in South Korea and the US.
  • AI-driven demand has significantly impacted the semiconductor industry, with SK Hynix and other companies like Micron experiencing similar sales trends.