Shulou(Shulou.com)11/24 Report--

February 14 news, according to foreign media reports, the artificial intelligence chat robot ChatGPT developed by OpenAI has been on fire recently. While the industry pays close attention to it, there are also a large number of news related to ChatGPT, and the scope of attention is also getting wider and wider. In addition to ChatGPT itself, it is also continuing to pay attention to the relevant beneficiary industries and manufacturers. Nvidia is considered to be a big beneficiary, in order to meet the current server needs. OpenAI has used about 25000 Nvidia GPU, and demand will increase further.

From the latest foreign media reports, in addition to Nvidia, Samsung Electronics and SK Hynix, the two major memory chip manufacturers, are also the beneficiaries of the ChatGPT fire, they have obtained a large number of new storage orders since the beginning of the year.

The ChatGPT fire brings new opportunities for storage business development for Samsung Electronics and SK Hynix, because DRAM data processing speed is essential to ChatGPT's better and faster services, while Samsung Electronics and SK Hynix produce all the necessary high-performance DRAM.

Specifically, since the beginning of this year, Samsung Electronics and SK Hynix's high-bandwidth memory (HBM) orders have increased significantly. Compared with other DRAM, HBM has significantly improved data processing speed by vertically connecting multiple DRAM, and working together with CPU and GPU can greatly improve server learning and computing performance.

Foreign media reported that Invid has asked SK Hynix to supply the latest HBM3, and Intel is also committed to selling products equipped with SK Hynix HBM3.

Compared with the commonly used DRAM, HBM has excellent performance, but the price is also higher, at least 3 times that of DRAM, which also leads to fewer applications than commonly used DRAM, while in the case of relevant manufacturers requiring supply, the demand is also increasing, and the price has also increased. According to industry insiders, the price of HBM3 has increased to at least 5 times that of high-performance DRAM.

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