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Recently, a huge deal between NVIDIA and SK hynix and Micron has become the focus of the market. According to South Korea's **Chosun Biz, NVIDIA paid up to $10 to both companies$800 million to $15The $400 million advance payment is apparently intended to ensure future HBM3E memory** stability.
HBM (High Bandwidth Memory) is a next-generation memory technology that is widely used in high-performance computing (HPC) and artificial intelligence (AI) fields. With the rapid development of technology, HBM3E memory has become an indispensable hardware support in these fields. Due to its superior performance and bandwidth, HBM3E has an irreplaceable position in data-intensive applications.
NVIDIA's pre-order behavior this time is obviously to ensure the stability of the ** chain of its upcoming H200 GPU and GH200 superchips. These two products are generally favored by the industry, and their powerful computing power and data processing capabilities make them have huge market potential in the field of AI and HPC.
It is worth noting that in addition to NVIDIA, the three major storage companies, Samsung Electronics, SK hynix and Micron, have all sold out their HBM production capacity next year. This phenomenon further highlights the tight market for HBM3E memory. This also means that the competition in the HBM3E memory market will be more fierce in the future, and major manufacturers need to lay out in advance to ensure their position in the market.
From the perspective of industry trends, with the continuous progress of AI and HPC technology and the expansion of application fields, the demand for HBM3E memory will continue to grow. This undoubtedly provides a huge business opportunity for related manufacturers. However, how to deal with the tension of the first chain, ensure the stability of production capacity and cope with market competition and other issues have also brought great challenges to manufacturers.
Overall, NVIDIA's aggressive pre-order has undoubtedly injected new vitality into the HBM3E memory market. In the future, with the advancement of technology and the development of the market, this field will continue to stage wonderful business stories.