Memory chipmaker SK hynix has already sold all the high bandwidth memory it will manufacture this year and most of its expected 2025 production, citing increased demand driven by the AI craze. Micron is also getting in on the act with availability of 128 GB DDR5 RDIMMs for servers.
In the near term, the company plans to provide customers with samples of its fifth-generation HBM products – 12-layer HBM3E – during May, and start mass production of these in the third quarter, according tothat it plans to mass produce HBM3E 12-layer products and a 128 GB product based on 1B nanometer 32 GB DDR5 within the second quarter, also with an eye on demand driven by AI.
"The HBM market is expected to grow continuously as the number of parameters and modalities are increasing for the improvement of AI quality," Kwak is reported as saying. The company is the main supplier of HBM chips for Nvidia's GPUs, which are heavily used for AI training purposes.