Key Metrics
12.44
Heat Index-
Impact LevelMedium
-
Scope LevelGlobal
-
Last Update2025-09-12
Key Impacts
Positive Impacts (6)
SK Hynix Co., Ltd.
High-Bandwidth Memory (HBM) Semiconductor Sector
ABF Substrate Suppliers (Ibiden, Shinko, Unimicron, etc.)
KOSPI Index
Semiconductor Equipment Manufacturers (ASML, Applied Materials, Lam Research, etc.)
Data Center & Cloud Services Sector
Negative Impacts (3)
Advanced Micro Devices, Inc.
NVIDIA Corporation
Micron Technology Inc.
Total impacts: 9 |
Positive: 6 |
Negative: 3
Event Overview
The development signifies a new milestone in the semiconductor industry, enhancing performance, energy efficiency, and reliability. It is expected to boost AI service capabilities and reduce data center power costs, maintaining competitive advantage.
Collect Records
SK海力士完成全球首款HBM4开发并准备量产
2025-09-12 08:28
韩国芯片制造商SK海力士宣布已完成全球首款HBM4的开发，并准备量产。该消息一度使其股价上涨超过5%。SK海力士HBM开发部门负责人表示，HBM4的完成将是行业的新里程碑，能够满足客户在性能、能效和可靠性方面的需求，保持公司的竞争优势。预计该产品将提升AI服务性能高达69%，并显著降低数据中心的电力成本。
Total records: 1