A strong growth in AI server shipments has driven demand for high bandwidth memory (HBM).TrendForcereports that the top three HBM suppliers in 2022 were SK hynix, Samsung, and Micron, with 50%, 40%, and 10% market share, respectively. Furthermore, the specifications of high-end AI GPUs d...
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https://www.tomshardware.com/pc-components/gpus/micron-to-expand-production-of-hbm3e-memory-across-the-world-to-increase-hbm-market-share-report
最后,据报道,美光还在其位于爱达荷州博伊西的总部为先进的 HBM 芯片建立了额外的测试生产线,并在美国扩大研发设施,可能为 2025 年末至 2026 年的下一代 HBM4 内存做准备。 https://www.tomshardware.com/pc-components/gpus/micron-to-expand-production-of-hbm3e-memory-across-the-world-to-increase-hbm-marke...
North America to account for the largest market share during the forecast period The high adoption of HMC and HBM memories in North America is largely due to the growth in high-performance computing (HPC) applications that require high-bandwidth memory solutions for fast data processing. The deman...
SK hynix currently controls roughly 46% - 49% of HBM market, and its share is not expected to drop significantly in 2025, according to market tracking firmTrendForce. By contrast, Micron's share on HBM memory market is between 4% and 6%. Since HBM supply of both companies is sold out ...
Simone Bertolazzi, PhD.Principal Analyst, Memory at Yole Group To take advantage of the new generative AI wave and to speed up the market recovery process, Samsung, SK Hynix and Micron have started diverting more of their wafer capacity to address HBM opportunities, leading to an overall bit ...
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On the other hand, Micron's market share is expected to hover between 3% and 6%. Meanwhile, (for now) SK Hynix seems to have an edge over its rivals. SK Hynix is the primary producer of HBM3, the only company to supply memory for Nvidia's H100 and GH200 products. In comparison, ...
ratio trenches while observing low thermal budgets. To address the need for higher HBM memory capac...