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AI Chip Cost Structure Reshaped: HBM Memory Cost Accounts for Over 60%
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Author：小编
On May 21, the latest data insight report released by research institution Epoch AI revealed that the proportion of high-bandwidth memory (HBM) in the component costs of AI chips continues to rise, increasing from 52% in the first quarter of 2024 to 63% in the fourth quarter of 2025, approaching two-thirds of the total cost. This estimate is based on production volume-weighted average data from major AI chip designers such as NVIDIA, AMD, Google, and Amazon.
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