HBM Memory Revenue Set to Double by 2025: Report

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HBM Memory Revenue Set to Double by 2025: Report


In recent developments, High Bandwidth Memory (HBM), a crucial component for accelerating High-Performance Computing (HPC) operations, is poised to double its financial returns by 2025. This surge is attributed to companies launching a new generation of chips based on HBM memory, reflecting a substantial increase in demand, particularly fueled by advancements in artificial intelligence (AI) across various sectors.


Major players in the HBM memory market, including Samsung, SK Hynix, and Micron, have strongly entered this domain, with expectations of dominating the upcoming HBM4 generation due to its impressive features. According to a report by Gartner research group, the HBM memory market is projected to reach a financial value of $4.976 billion by 2025, nearly doubling the figures achieved in 2023. The report is based on the current and anticipated demand for HBM memory used in graphics processing units (GPUs) to enhance AI performance.


A noteworthy point is the sudden spike in demand for GPUs dedicated to AI, leading to a shortage of HBM memory in the markets. HBM memory is a key component in AI accelerators produced by leading companies such as Nvidia, AMD, and Intel.


Nvidia, for instance, plans to unveil the H200 graphics processing unit based on the Hopper architecture, featuring HBM3e memory from Micron with a capacity of 141 gigabytes and a memory bandwidth of up to 4.8 terabytes per second. Nvidia places significant expectations on the B100 graphics processing unit based on the Blackwell architecture, anticipating substantial performance improvements per watt due to Nvidia's adoption of Chiplet design.


Additionally, AMD aims to use HBM4 memory in unveiling the next-generation Instinct graphics processing unit in 2025, following the December launch of the Instinct MI300X GPU, which incorporates HBM3 memory with a capacity of 192 gigabytes.


The report highlights the escalating interest in HBM memory and its pivotal role in shaping the future landscape of high-performance computing, driven by advancements in AI technologies. As companies continue to innovate with new chip architectures and memory technologies, the financial outlook for HBM memory appears to be on a significant upward trajectory.

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