09/02/2024, 09:42 PM UTC
SK海力士加速发展DRAM业务以应对AI快速增长SK Hynix Ramps Up DRAM Business on Rapid AI Growth
➀ 三星和SK海力士正在扩大其DRAM业务，因为人工智能的快速增长预计将使全球DRAM市场超过代工行业。➁ 三星计划在平泽建立新的DRAM 和HBM芯片生产线，而SK海力士则计划将其DRAM芯片投资增加两倍。➂ 包括DRAM和NAND闪存在内的全球存储芯片市场预计今年将几乎翻倍至1750亿美元，这得益于对AI数据中心的投资。➀ Samsung and SK Hynix are expanding their DRAM business due to the rapid growth of AI, which is expected to make the global DRAM market surpass the foundry sector. ➁ Samsung plans to build a new production line for DRAM and HBM chips in Pyeongtaek, while SK Hynix is set to triple its investment in DRAM chips. ➂ The global memory chip market, including DRAM and NAND flash, is forecast to nearly double to $175 billion this year, driven by investments in AI data centers.
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