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【TechWeb】4月15日消息,据外媒报道,在两年前OpenAI训练的生成式人工智能聊天机器人ChatGPT大火之后,外界就预计三星电子、SK海力士这两大存储芯片制造商将迎来新的发展机遇,对他们高带宽存储器(HBM)的需求将会对大幅增加,当时也有外媒提到这两大供应商的HBM订单有大增。

从后续的消息来看,SK海力士在人工智能浪潮中获益更多。此前曾有外媒在报道中提到,从2023年年底开始,SK海力士就一直是英伟达所需的HBM的主要供应商。

虽然三星电子在英伟达HBM订单的竞争中不占优势,但从外媒的报道来看,他们和SK海力士都在增加这一领域的投资,去年采购了大量的设备。

外媒在报道中提到,激增的HBM需求已经影响到了SK海力士和三星电子这两大韩国厂商的支出模式,HBM领域领先的SK海力士,去年在设备上的投资接近10万亿韩元,也就是约68.9亿美元,是2021年的近4倍。三星电子也有大量投资,他们去年在半导体领域的投资超过46万亿韩元。

此外,外媒在报道中还提到,SK海力士今年在半导体设备方面的投资还会增加,他们今年的资本支出将增至27万亿韩元,定于今年下半年竣工的忠清北道清州市M15X工厂,将是HBM生产基地。(海蓝)

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