SK海力士高層料AI特供記憶體市場2030年前每年增長30%
南韓SK海力士HBM業務規劃主管崔俊龍(Choi Joon-yong)接受《路透》訪問時表示,公司預測人工智能特供記憶體市場將於2030年前每年增長30%,又指亞馬遜(AMZN.US)、微軟(MSFT.US)及Alphabet(GOOGL.US)旗下谷歌人工智能資本開支預估未來將可能上調,對高頻寬記憶體(HBM)市場有利,預計2030年定制高頻寬記憶體市場將達百億計美元,基於下一代高頻寬記憶體HBM4包括客戶設定邏輯晶片,意味客戶不再可能輕易地更換競爭對手的產品。
崔俊龍又指,公司的預估非常保守,已考慮可供應能源的限制。他又拒絕評論美國總統特朗普提出的100%半導體關稅。特朗普早前表明該關稅適用於所有進口美國的半導體,但不適用於已經或承諾在美國生產的製造商。SK海力士計劃在美國印弟安納興建先進半導體封裝廠,以及人工智能研發基地。
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