AI需求刺激三星和SK Hynix芯片生产,引发全球半导体扩张。 AI demand boosts Samsung and SK Hynix chip production, sparking global semiconductor expansion.

OpenAI公司对人工智能芯片的需求不断上升,促使三星和SK Hynix的DRAM和HBM订单激增,加速了生产扩张并重塑了半导体供应链。 OpenAI's rising demand for AI chips has driven a surge in DRAM and HBM orders from Samsung and SK Hynix, accelerating production expansions and reshaping the semiconductor supply chain. Samsung正在进入高带宽闪光市场,并开发HBM3E和HBM4,而SK Hynix正在建立一个独立的HBM分部。 Samsung is entering the high-bandwidth flash market and developing HBM3E and HBM4, while SK Hynix is building an independent HBM division. 南韩两巨头都正加紧招募人才, Both South Korean giants are intensifying talent recruitment amid a global semiconductor supercycle fueled by AI. 与此同时,中国的YMTC正在推动HBM计划,在伙伴关系和增加投资的支持下,向全球领导人提出挑战,反映出在地缘政治紧张加剧的情况下减少对外国记忆技术的依赖的更广泛努力。 Meanwhile, China’s YMTC is advancing HBM plans to challenge global leaders, supported by partnerships and increased investment, reflecting broader efforts to reduce reliance on foreign memory tech amid rising geopolitical tensions.