SK海力士在AI芯片领域取得6年来最高季度利润

币界网Published on 2024-07-24Last updated on 2024-07-25

币界网报道：
全球最大的存储芯片制造商之一SK海力士周四表示，第二季度利润达到6年来的最高水平，因为它保持了在人工智能计算关键的先进存储芯片方面的领先地位。以下是SK海力士第二季度的业绩与LSEG SmartEstimate的比较，后者根据更准确的分析师的预测进行加权：收入：16.42万亿韩元（约合118.6亿美元），而16.4万亿韩元营业利润：5.47万亿韩元，而5.4万亿韩元6月季度的营业利润达到了2018年第二季度以来的最高水平，从去年同期的2.88万亿韩元的亏损中反弹。4月至6月的收入比一年前的7.3万亿韩元增长了124.7%。根据LSEG自2009年以来的数据，这是该公司历史上最高的季度收入。SK海力士周四表示，由于对包括高带宽内存在内的人工智能内存的强劲需求，其内存产品的整体价格持续上涨，导致收入比上一季度增长了32%。这家韩国巨头为英伟达等公司提供高带宽存储芯片，以满足人工智能芯片组的需求。大和资本市场的SK Kim在6月12日的一份报告中表示：“由于HBM生产的瓶颈，我们预计HBM和内存供应紧张将持续到2025年。”。金表示：“因此，我们预计有利的价格环境将继续下去，SK海力士将在2024-25年录得强劲的收益，受益于其在人工智能图形处理单元的HBM和人工智能服务器的高密度企业SSD（eSSD）方面的竞争力，从而导致股票重新评级。”。由于ChatGPT等大型语言模型推动了人工智能的爆炸性采用，高带宽存储芯片的供应已经捉襟见肘。分析师警告称，人工智能的繁荣预计将使今年高端存储芯片的供应紧张SK海力士和美光在5月份表示，2024年的高带宽存储芯片已经售罄，而2025年的库存也几乎售罄。大型语言模型需要大量高性能存储芯片，因为这些芯片允许这些模型记住过去对话和用户偏好的细节，以产生类似人类的反应。SK海力士在高带宽存储芯片市场一直处于领先地位，在竞争对手三星据报道批准其HBM3芯片在Nvidia处理器中用于中国市场的测试之前，SK海力士一直是Nvidia的唯一HBM3芯片供应商。这是突发新闻。请稍后查看更新

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