The chairman of Taiwan Semiconductor Manufacturing Company, Mark Liu, told Nikkei Asia in September that supply constraints on AI chips will take about 18 months to ease. TSMC makes Nvidia’s highly-sought after processors.

SK hynix expects to hit $10+ billion in revenue from HBM sales by the end of 2024, as most of its HBM 2024 and even HBM 2025 supply is already sold out.

South Korea's SK Hynix said on Thursday that its high-bandwidth memory (HBM) chips used in AI chipsets were sold out for this year and almost sold out for 2025 as businesses aggressively expand artificial intelligence services.

SK Hynix Inc. aims to begin mass production of its next-generation memory chip in the third quarter, seeking to capitalize on a surge in demand for the semiconductors essential to AI development.The Korean company said in a statement its 2025 production capacity for high-bandwidth memory is almost fully booked,

SK hynix, a key player in the artificial intelligence (AI) services sector, made a significant announcement on Thursday. HBM Sales Reflect SK hynixs Market Leadership Its high-bandwidth memory (HBM) processors,

SK Hynix held a press conference on May 2 at its headquarters in Icheon, Gyeonggi Province, to reveal details of its investment plans for the M15X fab in Cheongju and the Yongin Semiconductor Cluster in South Korea,

The South Korean memory chip maker has already sold out its high-bandwidth memory chips for this year, as enterprises aggressively expand artificial intelligence services.