market research company Yolo Groupsays that the HBM memory supply and demand chain has witnessed significant changes throughout 2023, that there has been a significant increase in production levels and adoption rates simultaneously, and that HBM has become a much more valuable resource than before the artificial intelligence craze.
Nvidia ve AMD With artificial intelligence accelerators produced by companies such as, the demand for HBM memories broke records and prices increased. 500 percent caused an increase in the rate. It is stated that this situation will not change for a while as it is predicted that the market will continue to develop.
Another interesting fact highlighted in the report is Samsung Electronics ve SK HynixThey currently dominate the HBM markets. The two companies have a share of the total market more than 90 percent Checking. Moreover, it was recently reported that HBM leader SK hynix and TSMC have formed an alliance; Therefore, market figures are also expected to develop dynamically.
HBM markets in the next five years at a compound annual rate of 45 percent. It is said to be expected to grow; This means that we will witness a massive increase in overall market capital and income from this particular stream. Considering that HBM4 is also on the way, it seems that manufacturers will be satisfied with their situation for a while.
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Source link: https://www.donanimhaber.com/yapay-zeka-cilginligi-hbm-bellek-fiyatlarini-yuzde-500-artirdi–174101
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