A person walks previous a emblem of SK Hynix on the foyer of the corporate’s Bundang workplace in Seongnam on January 29, 2021.
Jung Yeon-Je | AFP | Getty Photographs
South Korean reminiscence chipmaker SK Hynix stated Friday that it was prepared for mass producing its next-generation high-bandwidth reminiscence chips, staying forward of rivals, and sending the corporate’s inventory hovering.
HBM is a sort of reminiscence that’s utilized in chipsets for artificial-intelligence computing, together with in chips from world AI large Nvidia — a significant shopper of SK Hynix.
SK Hynix stated earlier this yr that it had shipped samples of its HBM4 chips to clients, because it sought to beat opponents together with Samsung Electronics and Micron Applied sciences.
In keeping with its announcement Friday, the corporate has completed its inner validation and high quality assurance course of for HBM4 and is able to manufacture these at scale.
“Completion of HBM4 growth might be a brand new milestone for the trade,” Joohwan Cho, head of HBM growth at SK Hynix, stated.
HBM4 is the sixth technology of HBM expertise — a sort of Dynamic Random Entry Reminiscence, or DRAM. DRAM could be present in private computer systems, workstations and servers and is used to retailer knowledge and program code.
SK Hynix’s newest HBM4 product has doubled bandwidth and elevated energy effectivity by 40% in comparison with the earlier technology, in accordance with the corporate.
Notably, HBM4 is anticipated to be the primary AI reminiscence chip wanted for Nvidia’s next-generation Rubin structure — a extra highly effective AI chip for world knowledge facilities — stated Dan Nystedt, vice-president at TriOrient, an Asia-based personal funding agency with a give attention to semiconductors.
“SK Hynix is a key provider for Nvidia, and the announcement exhibits it stays far forward of rivals,” he stated.
Samsung Electronics and Micron have struggled to catch as much as SK Hynix in HBM, because it builds on its section management and advantages from being Nvidia’s principal HBM provider.
Micron has additionally shipped samples of its HBM4 merchandise to clients, whereas Samsung has reportedly been working to get its HBM4 chips licensed by Nvidia. Nonetheless, analysts count on SK Hynix’s dominance to persist into subsequent yr.
This firm’s shares rose greater than 7% Friday to hit their highest since 2000, following its chip announcement, bringing year-to-date good points to almost 90%. Shares of Samsung Electronics and Micron have risen over 40% and almost 80% in 2025, respectively.
SK Hynix posted report working revenue and income for its June-quarter, due to sturdy HBM demand, which accounted for 77% of its total revenues.
The corporate expects to double HBM gross sales for the complete yr in comparison with 2024, and for demand from AI to proceed to develop into 2026.
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