Nvidia plans to launch next-generation Blackwell B100 GPU in Q2 next year, using HBM3E video memory

News from this site, SK Hynix announced in August this year that it had successfully developed the world’s highest specification HBM3E memory and plans to start mass production in the first half of next year. At present, the company has provided samples to customers for performance verification

According to MT.co.kr reports, following the fourth generation product HBM3, SK Hynix will exclusively supply the fifth generation to NVIDIA generation of high-bandwidth memory HBM3E, a move that is expected to further consolidate its position as an AI semiconductor company.

According to news from the semiconductor industry on the 15th, SK Hynix will provide NVIDIA with HBM3E memory that meets mass production quality requirements early next year and conduct final qualification testing.

A semiconductor industry executive said, "Without HBM3E, NVIDIA cannot sell B100" and "once the quality meets the requirements, the contract is just a matter of time."

According to reports, this batch of HBM3E will be used in NVIDIA’s next-generation Blackwell flagship GPU-B100, which is planned to be released around the second quarter of next year. Market predictions are that the B100 will be a bigger AI game-changer than Nvidia’s current highest spec, the H100.

Note on this site: Blackwell is David Blackwell, an academician of the National Academy of Sciences. He was the first black academician of the National Academy of Sciences and the first black tenured professor of the University of California, Berkeley. He died of illness on July 8, 2010 at the age of 91 years old.

It is worth mentioning that NVIDIA currently occupies more than 90% of the artificial intelligence graphics processor (AI GPU) market; and in the storage field, SK Hynix has occupied more than half of the world's high-end The bandwidth memory (HBM) market share has completely monopolized the market for large-capacity DRAM products such as 128GB DDR5

According to reports, Nvidia plans to release the B100 in the fourth quarter of next year. However, due to rapidly growing demand, Nvidia decided to move up the launch date to the end of the second quarter. So as the B100 release date moves forward, the supply chain is starting to get busy. In order to adapt to this change, SK hynix's quality test originally scheduled for the beginning of the second quarter has also been advanced to the first quarter. At this stage, SK hynix's focus is mainly on improving yield rate. If all goes as planned, SK Hynix will realize its exclusive order to supply HBM3E to NVIDIA again, following HBM3.

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