AI HBM Market Trends and Forecast
The future of the global AI HBM market looks promising with opportunities in the machine learning and language models/NLP markets. The global AI HBM market is expected to grow with a CAGR of 26.5% from 2024 to 2030. The major drivers for this market are growing demand of high-performance memory solutions, increasing requirement of efficient memory technologies, and rising numbers of data center in worldwide.
• Lucintel forecasts that HBM2 is expected to witness higher growth over the forecast period.
• Within this market, machine learning is expected to witness the higher growth.
• APAC is expected to witness the highest growth over the forecast period.
Country Wise Outlook for the AI HBM Market
• United States: Micron Technology announced advancements in its HBM3 technology, targeting AI and high-performance computing applications. This development aims to enhance memory bandwidth and energy efficiency for data-intensive workloads.
• South Korea: SK Hynix unveiled its HBM3 DRAM, designed to support next-generation AI and HPC applications. The South Korean government supports initiatives to maintain the country’s leadership in advanced semiconductor technologies.
• Japan: Toshiba Memory (Kioxia) expanded its production capacity for HBM, addressing the growing demand from AI and HPC sectors. The Japanese government is investing in semiconductor R&D to strengthen its technology infrastructure.
• Taiwan: TSMC (Taiwan Semiconductor Manufacturing Company) collaborated with leading tech firms to integrate advanced HBM solutions in their AI chips. TaiwanÄX%$%Xs focus on semiconductor innovation is crucial to meeting global AI processing demands.
A more than 150-page report is developed to help in your business decisions. Sample figures with some insights are shown below.
AI HBM Market by Segment
The study includes a forecast for the global AI HBM market by type, application, and region.
AI HBM Market by Type [Value from 2018 to 2030]:
• HBM2
• HBM3
• Others
AI HBM Market by Application [Value from 2018 to 2030]:
• Machine Learning
• Language Models/NLP
• Others
AI HBM Market by Region [Value from 2018 to 2030]:
• North America
• Europe
• Asia Pacific
• The Rest of the World
List of AI HBM Companies
Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies AI HBM companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the AI HBM companies profiled in this report include-
• SK Hynix
• Samsung Electronics
• Micron Technology
• AMD
• NVIDIA
Recent Development in the AI HBM Market
• Micron Technology: Micron announced the development of its HBM3 memory, designed to deliver higher bandwidth and capacity for AI and high-performance computing applications. This advancement aims to support more complex AI models and data-intensive tasks, positioning Micron as a leader in the AI HBM market.
• SK Hynix: SK Hynix launched its HBM3 DRAM, which offers significant improvements in data transfer speeds and energy efficiency. This new memory solution is intended to enhance the performance of AI, machine learning, and high-performance computing systems, reinforcing SK Hynix’s commitment to innovation in the memory sector.
• Samsung Electronics: Samsung introduced its latest HBM-PIM (Processing-In-Memory) technology, integrating AI processing capabilities directly into HBM. This development aims to accelerate AI computations and reduce power consumption, reflecting Samsung’s strategy to lead in advanced memory solutions for AI applications.
• AMD: AMD incorporated HBM2E in its new GPU architectures, targeting AI and deep learning workloads. This integration enhances memory bandwidth and performance, enabling more efficient handling of large datasets and complex algorithms in AI applications.
• NVIDIA: NVIDIA announced the use of HBM2E in its A100 Tensor Core GPUs, which are designed for AI, data analytics, and high-performance computing. This initiative aims to provide higher memory bandwidth and improved performance for AI training and inference tasks, cementing NVIDIA’s position as a top player in AI hardware.
Features of the Global AI HBM Market
Market Size Estimates: AI HBM market size estimation in terms of value ($B).
Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.
Segmentation Analysis: AI HBM market size by type, application, and region in terms of value ($B).
Regional Analysis: AI HBM market breakdown by North America, Europe, Asia Pacific, and Rest of the World.
Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the AI HBM market.
Strategic Analysis: This includes M&A, new product development, and competitive landscape of the AI HBM market.
Analysis of competitive intensity of the industry based on Porter’s Five Forces model.
FAQ
Q1. What is the growth forecast for AI HBM market?
Answer: The global AI HBM market is expected to grow with a CAGR of 26.5% from 2024 to 2030.
Q2. What are the major drivers influencing the growth of the AI HBM market?
Answer: The major drivers for this market are growing demand of high-performance memory solutions, increasing requirement of efficient memory technologies, and rising numbers of data center in worldwide.
Q3. What are the major segments for AI HBM market?
Answer: The future of the AI HBM market looks promising with opportunities in the machine learning and language models/NLP markets.
Q4. Who are the key AI HBM market companies?
Answer: Some of the key AI HBM companies are as follows:
• SK Hynix
• Samsung Electronics
• Micron Technology
• AMD
• NVIDIA
Q5. Which AI HBM market segment will be the largest in future?
Answer: Lucintel forecasts that HBM2 is expected to witness higher growth over the forecast period.
Q6. In AI HBM market, which region is expected to be the largest in next 5 years?
Answer: APAC is expected to witness the highest growth over the forecast period.
Q7. Do we receive customization in this report?
Answer: Yes, Lucintel provides 10% customization without any additional cost.
This report answers following 11 key questions:
Q.1. What are some of the most promising, high-growth opportunities for the AI HBM market by type (HBM2, HBM3, and others), application (machine learning, language models/NLP, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
Q.2. Which segments will grow at a faster pace and why?
Q.3. Which region will grow at a faster pace and why?
Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
Q.5. What are the business risks and competitive threats in this market?
Q.6. What are the emerging trends in this market and the reasons behind them?
Q.7. What are some of the changing demands of customers in the market?
Q.8. What are the new developments in the market? Which companies are leading these developments?
Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?
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