AI business opportunities drive a substantial increase in shipments of AI chip giants such as Nvidia and AMD

The continuous explosion of AI business opportunities has led to a significant increase in shipments of AI chip giants such as NVIDIA and AMD. These companies are scrambling for HBM, which is essential for AI chips. Currently, the only three international memory companies that can supply high-bandwidth memory are SK Hynix, Micron, and Samsung. Due to the urgent and fierce demand, their HBM production capacity has been fully booked, and the relevant production capacity for next year has also been sold out.