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The HBM memories market (High Bandwidth Memory) that work side by side with the GPUs for artificial intelligence (IA) Three companies lead it clearly: Samsung, SK Hynix and Micron Technology. Interestingly, memory chips are The South Korean economy engine Trade dependent. And Samsung and Sk Hynix are Companies that support this industry In this Asian country. In fact, these two South Korean companies compete with each other to master the lucrative HBM memory chips.
AND They do not supply when it comes to manufacturing as many integrated circuits as their customers demand. The most important of all of them is, as we can intuit, Nvidia. The export of semiconductors in South Korea increases, but its chips stocks 33.7% fell in April of 2024 compared to the same period of 2023 according to the National Statistics Office. In any case, another South Korean company is ready to enter the market for integrated HBM memory circuits, although it will not compete with SK Hynix and Samsung.
LG is preparing a unique machine to produce HBM memories
Manufacturing integrated VAGUARD HBM circuits is not simple. The processes involved in the production of these chips are complex, and in them very advanced technologies are involved. SK Hynix, Samsung and Micron are manufacturing on a large scale, although with different success12 -layer HBM3E memories. The two South Korean firms will produce large -scale HBM4 chips during the second semester of 2025, and Micron will do so in 2026. However, CXMT (Changxin Memory Technologies), one of the Chinese companies specialized in the production of memoirs, will launch Your first HBM3E chips in 2027.
The main quality of this equipment will be its ability to allow the stack of integrated circuits in a much more efficient way
China has several memories manufacturers Important, but they currently do not have solutions capable of competing with the best of SK Hynix or Micron. This circumstance reminds us of how complex it is to manufacture latest generation HBM chips. LG Electronics is going to enter this marketbut you will not compete from you to you with memory chips manufacturers. The opposite; aspires to be your customers. Koo Kwang-Mo, the president of this company, has confirmed That its strategy is to participate in the hardware industry for AI, but it will make it marketing its own chips manufacturing equipment.
In fact, LG is developing a machine that will be specifically designed to produce avant -garde HBM memories. According to this company, the main quality of this equipment will be its ability to allow the stack of integrated circuits in a much more efficient way than with the technologies currently available. In theory, the innovation in which LG engineers are working will contribute to the tuning of HBM memories of more capacity and with a lower heat dissipation index.
LG plans go to make their HBM memories production team in 2028. The main manufacturers of these machines are the American company Applied Materials and the Dutch Besi, so these are The companies with which LG will compete If finally its memory semiconductor production machine comes to fruition. If so, it is likely that Samsung, SK Hynix and Micron are interested in their team, although it is also possible to apply materials or kiss forward to LG. In fact, SK Hynix and Samsung plan to introduce this technology this year.
More information | Economic Seoul
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