SK Hynix announced that it is going to build a state-of-the-art fabrication plant in the state of Indiana as a part of the Biden administration's plans to be self-sufficient in manufacturing AI chips. In this plant, the South Korean-based chip maker will fabricate HBM stacks which are to be used in Nvidia GPUs made by TSMC, according to two sources who talked to the Financial Times.
Currently, Nvidia gets its chips made by Tawin's TSMC, which sources HBM from SK Hynix that is exclusively fabricated in South Korea. TSMC is also making two advanced packaging plants in Arizona which, once completed, will be doing the same for Nvidia on home soil while sourcing the HBM from its new plant. Kim Yang-Paeng, a researcher at the Korea Institute of Industrial Economics and Trade added, “This is what the US government wanted to see from the beginning and is the result of its recent industrial policy of giving subsidies for localised production.”
