A few weeks ago, HK Hynix stated that all manufacturing of HBM Memorabilia In 2024, it already had an owner. With demand for GPUs for AI growing, it’s no surprise that we’re waking up today to the news that all production of both Hong Kong Hynix as Micron by 2025, it will also have an owner.
SK hynix and Micron are the two main companies manufacturing this type of GPU memory, so this is a clear indication of the current market needs. SK hynix practically dominates the market with a market share close to 50%, while Micron has a market share of 5-6%.
With production already sold by Micron and SK hynix the last manufacturer which also manufactures HBM Memorabilia are Samsungwhich at the moment has not commented on the availability of this type of memory, but it is very likely that it has also faced similar demand and that the estimated production for 2025 has also found an owner.
Looking at the HBM memory situation, it is easy to conclude that demand exceeds supply. Faced with this problem, the only solution is to increase production lines or to have other manufacturers rely on it. type of memoriesthe latter being the least likely due to the billion-dollar investment required.
It’s the AI’s fault
Once again, behind the lack of sufficient supply to cover all demand lies the AI. For some time now, the demand for processors for AI training and inference, which affects the HBM memory demand, what the GPU.
The first HBM memory was designed by HK hynix in 2014 and has since become the highest benchmark on the market, a memory that offers greater bandwidth and is much faster than traditional DDR5 and DDR6 which are aimed at home users.
This is the main reason why HBM memories are so demanded in the market. NVIDIA is one of the most important business partners of SK hynix and this type of memory is used for manufacturing H100 GPU, H200 Yes GH200It is therefore more than likely that NVIDIA is one of the main responsible for the strong market demand for this type of memory.
But it’s not the only company. AMDMicrosoft, Meta, Google and Amazon are also working on projects related to AI, notably Microsoft which announced a few months ago that it was already working on creating its own graphics to no longer depend on third parties, notably NVIDIA.
SK hynix has started production of HBM3E memories, GPU memories of the latest generation and the first shipments will be made in the third quarter of this year and will begin to satisfy the strong market demand thanks to its privileged position.
