In August this year, SK Hynix announced that it had developed the world’s highest-specification HBM3E memory and would begin mass production in the first half of next year. It has already begun providing samples to customers for performance verification.
According to MT.co.kr, following the fourth-generation product HBM3, SK Hynix will exclusively supply the fifth-generation high-bandwidth memory HBM3E to NVIDIA, a move that is expected to further consolidate its position as an AI semiconductor company.
According to news from the semiconductor industry on the 15th, SK Hynix will provide NVIDIA with HBM3E memory that meets mass production quality requirements early next year and conduct final qualification testing.
One semiconductor industry executive said, “Without HBM3E, NVIDIA cannot sell the B100” and “once the quality is up to par, the contract is just a matter of time.”
According to reports, this batch of HBM3E will be used in NVIDIA’s next-generation Blackwell flagship GPU-B100, which is scheduled to be released around the second quarter of next year. Market predictions are that the B100 will be a bigger AI game-changer than Nvidia’s current highest spec, the H100.
Note: Blackwell is David Blackwell, an academician of the National Academy of Sciences. He was the first black academician of the National Academy of Sciences and the first black tenured professor of the University of California, Berkeley. He died of illness on July 8, 2010 at the age of 91.
It is worth mentioning that NVIDIA currently occupies more than 90% of the AI GPU market; and in the storage field, SK Hynix already occupies more than half of the global HBM market, and has a 100% monopoly on large-capacity DRAM such as 128GB DDR5 Market.
It is said that Nvidia originally planned to release the B100 in the fourth quarter of next year, but due to rapid growth in demand, Nvidia has moved the release date to the end of the second quarter. Therefore, as the B100 release date is brought forward, its supply chain is also starting to get busy, and SK Hynix’s quality testing originally scheduled for early second quarter has been brought forward to first quarter.
At this stage, SK Hynix’s focus is mainly on improving yield rate. If all goes as planned, SK Hynix will realize its exclusive order to supply HBM3E to NVIDIA again, following HBM3.
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