HBM has become a key chip in the AI field, with its importance comparable to that of computing chips such as GPUs. The surge in demand for HBM is the primary factor driving the current round of memory price increases. Currently, the latest generation of HBM internationally has advanced to HBM4, with AMD and NVIDIA's MI450 and Vera Rubin series, set to be released this year, being the first to adopt HBM4 memory. However, HBM3e will remain the mainstream choice.
