SK海力士开始量产下一代HBM 本月下旬起向客户供货首批产品交付英伟达

上海有色网03-19

在今天的英伟达GTC 2024大会上，英伟达CEO黄仁勋宣布推出新一代GPU Blackwell，第一款Blackwell芯片名为GB200，将于今年晚些时候上市。作为英伟达唯一HBM3供应商，SK海力士随即发布新闻稿，宣布已开始量产高带宽内存产品HBM3E，将从3月下旬起向客户供货。七个月前，该公司公布了HBM3E开发成功的消息。据路透最新报道，消息人士称首批出货量将交付给英伟达。有分析师表示，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202403191431238b4658d7&s=b><strong>上海有色网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在今天的英伟达GTC 2024大会上，英伟达CEO黄仁勋宣布推出新一代GPU Blackwell，第一款Blackwell芯片名为GB200，将于今年晚些时候上市。作为英伟达唯一HBM3供应商，SK海力士随即发布新闻稿，宣布已开始量产高带宽内存产品HBM3E，将从3月下旬起向客户供货。七个月前，该公司公布了HBM3E开发成功的消息。据路透最新报道，消息人士称首批出货量将交付给英伟达。有分析师表示，...</p>\n\n<a 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month","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1,"HBM":1},"content_text":"在今天的英伟达GTC 2024大会上，英伟达CEO黄仁勋宣布推出新一代GPU Blackwell，第一款Blackwell芯片名为GB200，将于今年晚些时候上市。作为英伟达唯一HBM3供应商，SK海力士随即发布新闻稿，宣布已开始量产高带宽内存产品HBM3E，将从3月下旬起向客户供货。七个月前，该公司公布了HBM3E开发成功的消息。据路透最新报道，消息人士称首批出货量将交付给英伟达。有分析师表示，SK海力士的HBM产能在2024年已被预订满，因为人工智能芯片的爆炸性需求推动了高端存储芯片的需求。IBK Investment & Securities分析师Kim Un-ho表示：“SK海力士已经占据了绝对的市场地位……其高端存储芯片的销量增长预计也将是芯片制造商中最为积极的。”HBM（高速宽带存储器）是面向AI的超高性能DRAM产品，也是当下存储厂商的竞争焦点，该存储器供应市场由SK海力士（53%）、三星（38%）和美光（9%）三大存储巨头主导。通过垂直连接多个DRAM，HBM可显著提升数据处理速度，实现小体积、高带宽和高速传输，满足高性能AI服务器GPU需求。HBM DRAM产品以HBM（第一代）、HBM2（第二代）、HBM2E（第三代）、HBM3（第四代）、HBM3E（第五代）的顺序开发。HBM3E是HBM3的扩展（Extended）版本，为当下最强大的HBM产品。在HBM最新产品的竞逐赛中，SK海力士再次夺得先机，是首家实现量产HBM3E的供应商。SK海力士在声明中表示：“公司预计HBM3E能够成功量产，凭借作为业界首家HBM3供应商的经验，我们希望巩固我们在人工智能内存领域的领导地位。”SK海力士推出的HBM3E芯片有何性能优势？据该公司介绍，SK海力士采用了先进的MR-MUF（Molding with Rubberand UFP）技术，使得HBM3E的散热性能比上一代产品提高10%。这种技术通过在半导体芯片堆叠后的空间中注入液体形态的保护材料并进行固化，与每堆叠一个芯片时铺上薄膜型材料的方式相较，工艺效率更高，散热方面也更加有效；其HBM3E的最高数据处理速度可达每秒1.18TB（太字节），这意味着它能够在极短的时间内处理大量数据。相当于在1秒内处理230部全高清（FHD）级别的电影；另外，其HBM3E提供高达8Gbps的传输速度，这是相较于前一代HBM3的显著提升。这种高速度对于需要快速数据处理的应用场景，如高性能计算和人工智能，尤为重要。值得注意的是，HBM3E领域，美光、三星紧追不舍，这两家公司均表示已开始批量生产该款芯片。其中，美光计划在2024年第二季度开始出货，其HBM3E将用于英伟达的H200 Tensor Core GPU；三星已开发出业界首款12栈HBM3E芯片，并开始向客户提供样品，预计今年上半年量产。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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SK海力士开始量产下一代HBM 本月下旬起向客户供货 首批产品交付英伟达

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SK海力士开始量产下一代HBM 本月下旬起向客户供货首批产品交付英伟达