Park Moon-pil, vice president of HBM at SK Hynix, said stable production and supply capabilities are as important as making high-bandwidth memory well.
He then explained that quality, yield, and timely market supply are key, and that a defect in HBM could ruin the entire $70,000 artificial intelligence accelerator system, so the quality level that customers want is very high.
SK Hynix began supplying HBM3E 8th tier, the fifth generation of HBM, to Nvidia for the first time in the industry in March, and started mass production of 12th tier products for the first time in the world last month, and is set to ship in the fourth quarter.
After that, it is known that it will supply 16-layer products in the first half of next year and launch 12-layer HBM4 products in the second half of next year.
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