The rapidly expanding domain of artificial intelligence (AI) has led to a surge in demand for specialized hardware.
Recent reports highlight that industry behemoths SK Hynix and Samsung have sold out their entire inventory of HBM2025 memory, illustrating the growing dependence on high-performance memory solutions to cater to the computational needs of cutting-edge AI applications.
This surge in demand is further emphasized by the announcement regarding the unavailability of Nvidia’s Hopper H100 AI graphics card series in the market for the forthcoming six to nine months.
This scarcity underscores the escalating demand within the AI sector for hardware capable of supporting the intensive requirements of AI technologies and applications.
The surge in demand has notably benefited HBM3 memory manufacturers SK hynix and Samsung, positioning them as the biggest winners in this uptrend.
Korean news outlets have reported that SK Hynix and Samsung are optimistic about the future due to the skyrocketing demand for AI GPUs. The foundation of this positive outlook is that these two companies are the exclusive manufacturers of HBM3 memory.
This unique position allows them to directly benefit from the increasing need for high-performance memory solutions in the AI sector, further solidifying their status and potential for growth in the burgeoning field of artificial intelligence.
HBM3 memory, which is crucial for the latest AI GPUs, boasts features like high transfer rates, expansive bandwidth, enhanced memory capacity, and reduced power consumption.
Even though SK hynix leads in this sector, Samsung is intensifying the market competition with its newly unveiled HBM3e “Shinebolt” offering.
SK Hynix asserts that with potential enhancements of 60% to 80% in HBM interface technology over the next five years, the company could preserve its market share against competitors like Samsung.
A report by TrendForce last year revealed that SK hynix holds 50% of the global HBM memory market share, Samsung accounts for 40%, and Micron occupies the third spot with 10%.
SK Hynix has reported that the production capacity for HBM3 and HBM3e for the next year is already sold out, with demand still on the rise.
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