NVIDIA Blackwell B100 GPUs To Feature SK Hynix HBM3e Memory, Launches In Q2 2024 Due To Rise In AI Demand
NVIDIA has reportedly moved the launch of its next-gen Blackwell B100 GPUs up from Q4 to Q2 2024 following a huge surge in AI demand. The company is also expected to utilize HBM3e DRAM from SK Hynix for its latest chips.
According to a report by a South Korean media outlet, MT.co,kr, it is reported that SK Hynix has secured a deal to exclusively supply NVIDIA its latest HBM3e memory that will be used to power next-generation Blackwell GPUs. This will help SK Hynix become a lead semiconductor supplier in the AI industry.
HBM3E is included in B100, the next-generation AI flagship graphics processing unit (GPU) that NVIDIA plans to release around the second quarter of next year. The market predicts that B100 will be a more powerful AI game changer than H100, Nvidia's current highest-spec GPU. This product is mainly used in AI cloud and supercomputing. NVIDIA accounts for more than 90% of the AI GPU market share.
NVIDIA originally planned to release the B100 in the fourth quarter of next year, but is said to have moved up the release date to the end of the second quarter due to a rapid increase in demand. As the B100 release date was pushed forward, SK Hynix also became busy. As the quality test schedule, which was originally expected to be in the beginning of the second quarter, has been pushed back to the first quarter, we are focusing on increasing yield. It is expected that the quantity for quality testing will be transferred to NVIDIA as early as January.
MT.co.kr (Machine Translated)
The report states that NVIDIA has exclusively selected SK Hynix's HBM3e memory owing to its mass production quality. These chips will be handed to NVIDIA early next year for the company to begin the final qualification testing. As for the
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