Adoption of High-Capacity Memory Driven by AI Infrastructure Rises, “Supply Tight in Second Half”
Published2024.04.30 16:32Companies are racing to launch services centered on generative AI, and competition to build AI server infrastructure is intensifying. Proactive investments are becoming visible to secure market dominance, and securing semiconductors necessary for related infrastructure construction is expected to become a key competency.
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Personal AI computing is in full swing, and chipmakers are waging a war over AI semiconductors.
At CES 2024, a large number of chip solutions that substantialize personal AI computing are emerging. This ranges from GPUs that enhance generative AI capabilities, to desktop processors enabling AI PCs, and the advent of processors opening the mobile AI computing era. This signifies that personal AI hardware is penetrating into a very broad range of edge and local domains. AI processors that address latency issues and privacy concerns that can arise from server-side AI computing, while delivering performance improvements to AI functions on PCs and edge devices, are expected to define the coming year.
2024.01.11by 권신혁 기자
2024 Capital Investment Cut, HBM Supply Expands... DRAM Supply Tight
SK Hynix recently announced that it achieved an operating profit turnaround of 346 billion won in the last quarter. Following this, it is expected that the performance recovery trend, which has continued for about a year, will remain robust throughout 2024.
2024.01.29by 권신혁 기자
SK Hynix, TSMC join hands...Strategic collaboration on HBM4 packaging
SK Hynix, which holds market leadership in HBM technology, is expected to move into mass production of customer products for next-generation HBM4 by leveraging TSMC's advanced packaging capabilities.
2024.04.19by 권신혁 기자
SK Hynix Hits Big with HBM… 1Q Operating Profit 2.886 Trillion Won, Up 784% YoY
As generative AI services have become visible, demand for HBM destined for AI servers has surged sharply, with SK Hynix reaching record-high stock prices. In line with this, recent earnings are reported to have hit all-time highs, demonstrating the status of Korea's semiconductor memory industry.
2024.04.25by 권신혁 기자
Samsung Electronics, 1Q memory market improvement, semiconductor turnaround
Samsung Electronics achieved a turnaround from semiconductor losses in the first quarter of 2024, driven by rising semiconductor memory prices and demand, as well as record first-quarter foundry orders.
2024.04.30by 배종인 기자
