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The unstoppable demand of AI and one of the keys apart from the GPU and HBM is advanced packaging production, something TSMC is boosting right now. ....
SK hynix expects to hit $10+ billion in revenue from HBM sales by the end of 2024, as most of its HBM 2024 and even HBM 2025 supply is already sold out. ....
SK hynix announces $14.6 billion will be spent on expanding production capacity of its next-gen HBM for future AI GPUs, noting 'soaring demand' for HBM. ....