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AI Memory Demand Surges: Chip Manufacturers Ramp Up Production, But Only 60% of Demand Will Be Met by 2027
6 hour ago /
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Author：小编
The latest report indicates that the rapid development of generative AI is driving a sharp increase in global demand for high-bandwidth memory (HBM). Despite active efforts by major chip manufacturers to expand production capacity, the tight supply of HBM is expected to persist until at least 2027. Analysts predict that by 2027, global HBM production capacity will only meet approximately 60% of market demand, making it difficult to reverse the huge demand for memory in the AI market in the short term.
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