HBM memory revenue set to double by 2025: report
In recent developments, high-bandwidth memory (HBM), a critical component for accelerating high-performance computing (HPC) operations, is poised to double its financial returns by 2025. This increase is attributed to the launch by companies of a new generation of HBM-based chips. memory, reflecting a significant increase in demand, especially thanks to advances in artificial intelligence (AI) in various sectors.
Major players in the HBM memory market, including Samsung, SK Hynix and Micron, have entered the field strongly, with the next generation HBM4 expected to dominate due to its great features. According to a report by the Gartner Research Group , the HBM memory market is expected to reach a financial value of $4.976 billion by 2025, nearly double the figures achieved in 2023. The report is based on current demand The HBM memory used in graphics processing units (GPUs) is expected to improve AI performance.
A noteworthy point is the sudden rise in demand for dedicated AI GPUs, which has led to a shortage of HBM memory in the markets. HBM memory is a key component of AI accelerators produced by leading companies such as Nvidia, AMD, and Intel.
Nvidia, for example, plans to unveil the Hopper-based H200 GPU, which features 141GB of Micron HBM3e memory and a memory bandwidth of up to 4.8 terabytes per second. Nvidia places high expectations on the B100 GPU based on the Blackwell architecture, and expects significant performance improvements per watt due to Nvidia's adoption of the Chiplet design.
In addition, AMD aims to use HBM4 memory to unveil the next-generation Instinct GPU in 2025, following the launch of the Instinct MI300X GPU in December, which includes 192GB of HBM3 memory.
The report highlights the growing interest in HBM memory and its pivotal role in shaping the future landscape of high-performance computing, driven by advances in artificial intelligence technologies. As companies continue to innovate with chip architectures and new memory technologies, the financial outlook for HBM memory appears to be on a significant upward trajectory.