SK海力士预言AI存储芯片爆发：HBM市场未来十年年增30% 定制型2030年规模达数百亿美元

Core Viewpoint - The market for specialized storage chips used in artificial intelligence is expected to grow at an annual rate of 30% over the next decade, reaching significant levels by 2030, despite ongoing price pressures in the sector [1][2]. Group 1: Market Growth and Demand - The global growth outlook for high bandwidth memory (HBM) chips is optimistic, driven by strong demand from end-users in the AI sector [1]. - Major cloud computing companies like Amazon, Microsoft, and Alphabet are anticipated to increase their AI investment spending, positively impacting the HBM market [1][2]. - SK Hynix's HBM business planning head indicated that the relationship between the number of AI devices installed and the procurement of Hynix memory is straightforward, suggesting a clear correlation [1]. Group 2: Strategic Changes in Storage Business - HBM technology, first introduced in 2013, utilizes vertical stacking of chips to save space and reduce energy consumption, which is crucial for handling large data volumes generated by complex AI applications [2]. - SK Hynix expects the customized HBM market to grow to several billion dollars by 2030, reflecting a significant strategic shift in the storage business [2]. - The company has reassured the market about future HBM demand, emphasizing that major tech companies are competing for investments in AI, which will drive long-term growth [2]. Group 3: Customization and Competition - There is an expectation that customers will seek more in-depth customization services beyond what SK Hynix currently offers, with only large clients like Nvidia receiving personalized services [3]. - SK Hynix is currently the main HBM supplier for Nvidia, while competitors like Samsung and Micron have smaller supply volumes [4]. - The introduction of customized logic chips in HBM products indicates a shift away from interchangeable products, enhancing competitive differentiation [2]. Group 4: Geopolitical and Export Dynamics - The U.S. plans to impose approximately 100% tariffs on semiconductor chips imported from countries that do not produce or plan to produce them in the U.S., but this policy will not affect Samsung and SK Hynix [4]. - South Korea's chip exports to the U.S. reached $10.7 billion last year, accounting for 7.5% of total chip exports, with projections indicating that exports to Taiwan for packaging will rise to 18% of total exports by 2024, a 127% increase from the previous year [4].