Yesterday folks looked in horror at Super Micro Computer's results and ran away from anything associated with AI, screaming "It's all a lie." Or, the more literary types: "There is no there there."
Today, Here's Reuters with the headline story, May 2:
South Korea's SK Hynix said on Thursday that its high-bandwidth memory (HBM) chips used in AI chipsets were sold out for this year and almost sold out for 2025 as businesses aggressively expand artificial intelligence services.The Nvidia supplier and the world's second-largest memory chipmaker will begin sending samples of its latest HBM chip, called the 12-layer HBM3E, in May and begin mass producing them in the third quarter.
SK Hynix which competes with U.S. rival Micron and domestic behemoth Samsung Electronics in HBM was until March the sole supplier of HBM chips to Nvidia, according to analysts who add that major AI chip purchasers are keen to diversify their suppliers to better maintain operating margins. Nvidia commands some 80% of the AI chip market....
....MUCH MORE
