NVIDIA WKN: 918422 ISIN: US67066G1040 Kürzel: NVDA Forum: Aktien Thema: Hauptdiskussion
What Happened: SK Hynix, a major supplier to NVIDIA Corp, is experiencing a surge in demand for its HBM chips, which are used in AI chipsets, Reuters reported. The company has reported that its HBM chips are already sold out for 2024 and are almost sold out for 2025. This is a result of the rapid expansion of AI services by businesses. “The HBM market is expected to continue to grow as data and (AI) model sizes increase,” CEO Kwak Noh-Jung said in a news conference. “Annual demand growth is expected to be about 60% in the mid- to long-term.” See Also: Goldman Sachs Tempers Investor Excitement On Tesla Self-Driving Tech In China: ‘Not Yet An Eyes-Off, Unsupervised Product’ According to Justin Kim, head of AI infrastructure at SK Hynix, the share of chips designed for AI, like HBM and high-capacity DRAM modules, is predicted to rise from roughly 5% in 2023 to 61% of all memory volume by 2028. https://www.benzinga.com/news/24/05/38573299/nvidia-supplier-sk-hynix-says-hbm-chipsets-crucial-for-ai-are-all-nearly-sold-out-for-2025-amid-boom?utm_source=MarketWatch&utm_campaign=partner_feed&utm_medium=partner_feed&utm_content=site&mod=mw_quote_news
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| 2 | Palantir | +11,49 % | |
| 3 | Marathon Digital Holdings | +1,44 % | |
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