SK Hynix mass-produced the world's first ultra-high-performance AI memory 'HBM3E

"SK Hynix mass-produced the world's first ultra-high-performance AI memory 'HBM3E' and started delivering customers"

It is news that SK Hynix has mass-produced HBM3E, which will be used in Nvidia's latest AI chip, for the first time in the world.

HBM is less than 2% of the memory market in terms of volume, but it is Hermes in the memory world, accounting for nearly 10% in terms of sales and profitability.

Among those HBMs, SK Hynix mass-produced the latest generation of HBM3E for the first time in the world, so it's a big celebration.

"Cool, Yeonjin. No, cool, SK Hynix"

By the way.

Don't you think you've heard of the HBM3E mass production news somewhere?

Right.

On the 26th of last month, Micron, an American memory semiconductor company, had already announced it.

“Micron Commences Volume Production of Industry-Leading HBM3E Solution to Accelerate the Growth of AI”

He announced that he started volume production, or mass production, three weeks earlier than SK Hynix.

Our media also reported the news and excited that our memories were all caught up.

So, did SK Hynix cheat?

It's not a scam, but SK Hynix, which lost the title of "the world's first mass production", announced it by adding the modifier "full-fledged" in front of the word mass production.

The mass production of Micron is difficult for SK Hynix to call it mass production, and it is not to produce what Nvidia will actually use, but to receive quality.

On the other hand, SK Hynix says it has already completed the quality and is mass-producing it for use in actual products. That's why SK Hynix's mass production is the world's first "full mass production" and "large-scale mass production".

This is all just media play.

Micron announced in February that it will be part of the NVIDIA H200 Tensor Core GPU, which will be launched in the second quarter of 2024, as it has already finished with the quality.

Who's right will be revealed sooner or later.

Samsung can't be out of this competition, right?

So on the day Micron announced the mass production, Samsung Electronics announced that it has developed the world's first 12-layer 36GB HBM3E.

But the important thing is not the development, but the quality of the customer company, and if that doesn't work, it's the best.

Samsung Electronics has already developed an 8-layer HBM3E, but it has not been able to deliver it because Nvidia has not received the quality.

Still, Samsung Electronics developed the world's first 12-layer 36GB HBM3E, so won't it be ahead again soon?

If you go to the Micron website, they have completed the development of the 12-layer HBM3E, so it's on the list to contact any of the customers.

SK Hynix already sent the 12-layer HBM3E as a sample to Nvidia last month.

In the past, Samsung Electronics was far ahead, and SK Hynix and Micron competed for second place, but HBM became a situation where Samsung Electronics competed with Micron with SK Hynix ahead.

What happened to Samsung Electronics?

Isn't it because Samsung Electronics, the world's top memory semiconductor company, poured all of its brilliant capabilities into Lee Jae-yong's illegal succession trial, not semiconductor development?

I think so.