NVIDIA pre-orders large quantities of HBM3E memory

【Lansheng Technology News】On January 2, 2024, Korean media reported that NVIDIA had delivered an advance payment of 70 billion to 1 trillion won to SK Hynix and Micron. The industry estimated this amount to be between US$1.08 billion and US$1.54 billion.

Although the specific purpose is not stated, the semiconductor industry generally believes that NVIDIA is to ensure the stable supply of HBM in 2024 and avoid the new generation of AI and HPC GPUs from being dropped due to insufficient inventory after release.

Currently, the three major storage companies, Samsung Electronics, SK Hynix and Micron, have completely sold out their HBM production capacity for next year.

Nvidia is preparing to launch two products equipped with HBM3E memory: the H200 GPU equipped with 141GB HBM3E and the GH200 super chip, both of which are quite popular.

After all, NVIDIA is far ahead in the fields of AI and HPC, which is why a large amount of HBM memory is needed to ensure product supply for H200 GPU and GH200 super chips.

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