along withAI The explosive growth of (AI) in 2023 will have a significant impact on AI ChipsIn particular, the demand for HBM memory has surged, causing the average selling price of HBM chips to soar by 500%. This is undoubtedly good news for major manufacturers Micron, Samsung and SK Hynix.
It is understood that HBM chips are an important part of AI GPUs. For example, AMD and NVIDIA's flagship AI GPUs use the most advanced HBM memory. Market research firm Yole Group predicts that from 2023 to 2028, HBM supply will grow at a compound annual growth rate of 45%, and because production capacity is difficult to increase quickly to meet the crazy demand, HBM prices will remain high "for some time."
Samsung and SK Hynix are the dominant players in the HBM market, with the two Korean companies dominating the 90% market share, leaving Micron with only scraps. It is worth noting that SK Hynix and TSMC are joining forces, which could bring some interesting changes in the coming months and years.
SK Hynix recently revealed that its next-generation HBM4 memory will be mass-produced in 2026 and applied to the next-generation AI GPU after NVIDIA's upcoming Blackwell B100. As a key component of AI GPU, HBM not only needs to be fast, but also needs larger capacity.
