➀ SK Hynix is developing high bandwidth memory (HBM) faster than customer Nvidia's demand; ➁ SK Group Chairman Chey Tae-won met with Nvidia CEO Jensen Huang at CES 2025; ➂ SK Hynix, as the most valuable subsidiary of SK Group, is manufacturing memory.

➀ SK Hynix Chairman Chey Tae-won is rumored to meet with NVIDIA CEO Jensen Huang at CES 2025 to discuss HBM4 memory for future AI GPUs; ➁ NVIDIA has requested expedited HBM4 production for its Rubin R100 AI GPUs; ➂ NVIDIA's CES keynote will highlight advancements, including the GeForce RTX 50 series.

➀ SK hynix is preparing for mass production of its 16-Hi HBM3E memory; ➁ The company is integrating new equipment and optimizing facilities; ➂ Production tests have begun, with supply expected in the first half of 2025.

➀ SK hynix is rumored to deliver a significant HBM memory order to Broadcom in 2025; ➁ Broadcom is developing new AI chips for Google, Meta, and ByteDance; ➃ SK hynix will increase its HBM production capacity to meet the demand.

➀ Intel's shift to a more transparent strategy in technology announcements; ➁ The competition between Intel's PowerVia and TSMC's Super Power Rail; ➂ Andy Grove's philosophy of maintaining a 'healthy amount of paranoia'.

➀ SK Hynix has secured a significant order for HBM from Broadcom; ➁ The chips will be used in an AI computing chip for a major technology company; ➂ The deal is expected to enhance SK Hynix's market position in high-performance memory.

➀ SK hynix has developed a new high-capacity SSD, the PS1012 U.2, for AI data centers, with a 61TB capacity using QLC technology and PCIe 5.0 for 32 GT/s transfer speeds; ➁ The new SSD doubles the bandwidth to the SSD with PCIe Gen5, offering 32 GT/s and 13GB/sec sequential read performance; ➂ SK hynix plans to supply samples to global server manufacturers and aims to expand its product line with 122TB and 244TB SSDs by 2025.

➀ A class-action lawsuit alleges that UnitedHealthcare uses a faulty algorithm to deny patient coverage, filed by two now-deceased individuals. ➁ UnitedHealthcare CEO Brain Thompson was killed in Midtown Manhattan earlier this week, and the suspect is currently on the run. ➂ The lawsuit claims UnitedHealthcare pushed employees to use an algorithm with a 90% error rate to deny coverage.

➀ SK Hynix has strengthened its executive team with a significant number of promotions at the end of the year; ➁ Executive Vice President Ahn Hyun has been promoted to President and also takes on the new role of Chief Development Officer (CDO); ➂ Ahn Hyun previously led SK Hynix’s N-S Committee, which was formed to enhance certain aspects of the company.

➀ SK Hynix has strengthened its executive team with a significant number of promotions at the end of the year. ➁ Executive Vice President Ahn Hyun has been promoted to President and also appointed as Chief Development Officer (CDO). ➂ Ahn previously led SK Hynix’s N-S Committee.

➀ The rise of RISC-V cores and the challenges of certification; ➁ The role of Breker Verification Systems in the certification process; ➂ The complexity of certifying RISC-V ISA implementations and the efforts of RISC-V International.

➀ SK Hynix has commenced production of its 321-layer NAND chip; ➁ The chip features the highest number of layers in the industry; ➂ The product was first introduced at Flash Summit 2023 in August.

➀ WSTS报告2024年第三季度半导体市场增长1660亿美元，同比增长10.7%；➁ 英伟达因AI GPU的强劲表现成为最大半导体公司；➂ 2024年第四季度展望显示数据中心市场将推动Nvidia、美光和AMD的收入增长；➃ 2025年展望显示AI将推动服务器增长，但增速将放缓。

➀ YEST announced that it will supply 11.16 billion won worth of eFurnace to SK Hynix; ➁ The eFurnace is used for purifying wafers and enhancing their electrical properties; ➂ SK Hynix is expected to use the equipment in HBM production.

➀ Samsung is developing customized HBM4 memory solutions for Meta and Microsoft; ➁ Mass production is expected by the end of 2025; ➂ The new HBM4 memory will offer 2TB/sec bandwidth and up to 48GB capacities.

➀ NVIDIA CEO Jensen Huang requested SK hynix to accelerate the supply of HBM4 memory by six months; ➁ SK hynix originally planned to have its next-gen HBM4 memory ready in the second half of 2025; ➂ NVIDIA currently uses SK hynix's HBM3E memory for its AI chips and plans to use HBM4 in its upcoming Rubin R100 AI GPU.

➀ SK hynix posts record-high Q3 2024 profit; ➁ Sales of AI memory, HBM, and eSSDs see 'explosive' demand; ➂ SK hynix solidifies its position as the world's No.1 AI memory technology provider.

➀ AI is driving significant growth in the semiconductor industry; ➁ The AI IC market is expected to reach $110 billion in 2024; ➂ NVIDIA leads the AI IC market with a projected revenue of $96 billion.

➀ Google is rumored to switch to TSMC's N3E process for Tensor G5; ➁ The report also clarifies that Google has chosen not to use 2nm technology for Tensor G6; ➂ The move could impact the competition in the AI and smartphone chip markets.

SK Hynix CEO Kwak Noh-jung confirmed production plans for HBM3E 12H, indirectly denying rumors of delays, while rejecting concerns over Nvidia's AI accelerator issues.