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According to Yole Intelligence, HBM (High Bandwidth Memory) has cemented its position as the go-to choice for AI chips. This is primarily because it effectively tackles several critical challenges, including bandwidth bottlenecks, excessive power consumption, and capacity constraints. Projections indicate that the global HBM market is set to experience remarkable growth, expanding from $17 billion in 2024 to a staggering $98 billion by 2030. Given this trajectory, the mass production of domestically produced HBM has become an urgent necessity. This shift is poised to bring substantial benefits to companies involved in the production of relevant equipment and materials, aligning with the prevailing trends and demands in the AI chip industry.
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