트렌드-로그/IT·빅테크·주식

SK하이닉스, '5세대 HBM메모리' NVIDA에 공급

코쟌 2024. 3. 20. 17:57

목차

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    개요

    SK하이닉스가 세계에서 처음으로 5세대 고대역폭메모리(HBM) 제품인 'HBM3E'의 대량 생산을 발표했습니다. 이 제품은 인공지능(AI) 칩에 필수적이며, 이달 말에는 엔비디아에 공급될 예정입니다.

    In a monumental stride forward, SK Hynix announces the world's first mass production of the 5th generation High Bandwidth Memory (HBM) product, "HBM3E," crucial for Artificial Intelligence (AI) chips, set to be delivered to NVIDIA by the end of this month.

     

    기사 요약

    혁신의 선도: SK하이닉스의 HBM 기술 성과

    이달 19일, SK하이닉스는 기존 DRAM 기술 중 가장 뛰어난 성능을 자랑하는 'HBM3E'의 대량 생산을 선언했습니다. 이러한 혁신적인 성과는 전 세계의 대형 기술 기업들에게 중요한 파트너십을 보여주며, 엔비디아가 이를 그래픽 처리 장치(GPU) 'H200'에 탑재할 것으로 예상됩니다.

    On the 19th of this month, SK Hynix proudly declared the commencement of mass production of the unparalleled 'HBM3E,' boasting the highest performance among existing DRAM technologies. This groundbreaking achievement sets the stage for global tech giants, with NVIDIA anticipated to integrate it into their upcoming Graphic Processing Unit (GPU), the 'H200,' expected to debut in the second quarter of this year.

     

    AI 칩 시장과 우위 경쟁 

    AI 칩 시장이 급속히 성장함에 따라, 반도체 설계 및 제조 기업들은 차세대 기술을 두고 치열한 경쟁을 벌이고 있습니다. 엔비디아의 'GTC 2024' 개발자 이벤트에서 최신 GPU 시리즈 '블랙웰'을 공개한 것은 컴퓨팅 속도와 추론 능력에서 이전 모델보다 압도적인 성능을 보여주며 글로벌 산업 환경을 바꿀 것으로 예상됩니다.

    As the AI chip market undergoes explosive growth, semiconductor design and manufacturing companies engage in fierce competition over next-generation technologies. NVIDIA's recent unveiling of the next generation GPU series, 'Blackwell,' during their developer event 'GTC 2024' on the 18th, signifies a monumental leap in computational speed and inference capabilities. With Blackwell offering 2.5 times faster computation and 30 times improved inference compared to its predecessor, NVIDIA's CEO, Jensen Huang, boldly proclaims its potential to reshape the global industrial landscape.

     

    삼성의 AGI 추구: AI 반도체 개발의 선도 

    삼성전자는 AI 전용 반도체 개발에 나섰습니다. 미국과 한국에 전용 AGI 컴퓨팅 연구소를 설립하여 인간 수준의 사고 능력을 지닌 인공 일반 지능(AGI)을 위한 특별한 칩을 개발할 예정입니다.

    Beyond AI, Samsung Electronics embarks on developing dedicated semiconductors for Artificial General Intelligence (AGI), aiming to emulate human level cognitive abilities. With the establishment of dedicated AGI computing labs in the United States and South Korea, Samsung vows to design specialized chips tailored to meet the extraordinary processing demands of future AGI.

     

     

    경쟁적인 역학: SK하이닉스 vs. 삼성 vs. 마이크론 

    SK하이닉스와 엔비디아의 연이은 발표는 고성능 AI 칩 시장에서의 경쟁을 심화시킵니다. 삼성전자와 마이크론도 기술적 발전을 가속화하며 동조합니다.

    SK Hynix and NVIDIA's consecutive announcements regarding new semiconductor developments intensify the competition in the high performance AI chip market. As SK Hynix takes the lead in the production and supply of the 5th generation HBM, its rivals, Samsung Electronics and Micron, accelerate their technological advancements to catch up.

     

    SK하이닉스의 5세대 HBM 시장 지배

    지난달 18일, SK하이닉스와 삼성전자는 미국 샌프란시스코에서 열린 'GTC 2024' 전시회에서 5세대 HBM 'HBM3E'를 자랑스럽게 전시했습니다. 특히 SK하이닉스는 엔비디아 GPU 'H100'에 장착된 4세대 'HBM3'를 함께 전시하여 파트너십을 강조했습니다.

    During the 'GTC 2024' exhibition held at the San Jose McEnery Convention Center on the 18th, SK Hynix and Samsung Electronics prominently showcased the 5th generation HBM, 'HBM3E.' Notably, SK Hynix exhibited the NVIDIA GPU 'H100,' equipped with the prevailing 4th generation 'HBM3,' reaffirming their strategic partnership.

     

    HBM의 AI 칩 개발에서의 필수적인 역할 

    HBM은 AI 칩의 중요한 반도체로, AI 가속기인 GPU가 최적의 성능을 발휘하기 위해 필수적입니다. TrendForce에 따르면, HBM은 올해 전체 DRAM 시장의 20.1%를 차지할 것으로 예상됩니다.

    As a variant of DRAM, HBM stands as a crucial semiconductor for AI chips, significantly enhancing AI accelerator performance. To ensure optimal performance of GPUs, known as 'AI accelerators,' high performance memory chips like HBM are indispensable. According to TrendForce, HBM is projected to capture 20.1% of the overall DRAM market share by the end of this year, reflecting its increasing importance in AI chip development.

     

     

    삼성과 마이크론의 추격 

    삼성전자와 마이크론은 경쟁을 본격화하고 있습니다. 지난 달, 마이크론은 엔비디아 H200용 5세대 8단 HBM3E의 세계 최초 양산을 발표했습니다. 하지만 업계 관계자들은 마이크론의 실제 납품 일정에 대한 불확실성을 지적합니다. 한편, 삼성전자는 12단 HBM3E의 개발에 성공한 바 있습니다. 삼성의 HBM3E는 8단 제품보다 높은 집적도를 자랑하며 초당 최대 1280GB의 데이터 처리 속도를 제공합니다.

    In a race to catch up, Samsung Electronics and Micron announce their strategic advancements. Last month, Micron unveiled plans to commence mass production of the 5th generation 8 stack HBM3E for NVIDIA's H200, garnering attention by skipping the 4th generation. However, industry insiders suggest uncertainties surrounding Micron's actual delivery schedule due to concerns over the product's validation by NVIDIA. Samsung Electronics, on the other hand, achieved a breakthrough by successfully developing the 12 stack HBM3E, boasting higher integration than the existing 8-stack variant. Samsung's plans include mass production of both 8-stack and 12-stack HBM3E during the first half of the year. With a data processing speed of up to 1280GB per second, Samsung's HBM3E sets a new benchmark in memory performance, capable of processing approximately 250 Full HD movies in just one second.

     

     

    삼성은 메모리 혁신뿐만 아니라 AI 컴퓨팅을 위한 독자적인 칩 개발에도 주력하고 있습니다. AGI 컴퓨팅 연구소를 설립하여 인공 일반 지능(AGI)에 초점을 맞춘 칩을 개발할 계획입니다. SK하이닉스의 5세대 HBM3E 대량 생산은 AI 칩 개발의 새로운 기준을 제시합니다. 업계 내 강자인 SK하이닉스, 삼성전자, 마이크론 등의 경쟁이 심화되면서 AI 컴퓨팅 분야에서의 혁신은 계속될 것으로 예상됩니다.

    Samsung's commitment extends beyond memory innovations to proprietary chip development for AI computing. With the establishment of the Samsung Semiconductor AGI Computing Research Institute in the United States and South Korea, Samsung aims to play a more active role in the AI chip market dominated by NVIDIA. Led by Dr. Woo Dong-hyuk, a former developer of Google's Tensor Processing Unit (TPU), the AGI Computing Institute focuses on developing chips tailored for inference and service applications, with a specific emphasis on Large Language Models (LLMs). In conclusion, SK Hynix's groundbreaking achievement in mass producing the 5th generation HBM3E sets a new standard in AI chip development, with implications for the global semiconductor industry. As the competition intensifies among key players like SK Hynix, Samsung Electronics, and Micron, the race to establish dominance in AI chip innovation becomes increasingly fervent, paving the way for groundbreaking advancements in AI computing.

     

     

    기사 원문 링크

     

    SK, AI용 5세대 메모리 세계 첫 양산-엔비디아에 공급

    SK하이닉스가 인공지능(AI) 칩에 필수적인 고대역폭메모리(HBM)의 5세대 제품 ‘HBM3E’를 세계 최초로 양산해 이달 말 엔비디아에 납품한다. SK하이닉스는 현존하는 D램 …

    www.donga.com

     

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