HBM Market to Soar to $4.9 Billion by 2025 Amid AI GPU Surge

High Bandwidth Memory (HBM) products are considered a cornerstone of artificial intelligence (AI) computing, with the industry experiencing rapid development over the past two years. Under the influence of artificial intelligence and high-performance computing, the HBM market has brought new hope to memory manufacturers, driving significant revenue growth.

According to Wccftech, the demand for high-bandwidth memory has surged in recent years, particularly with the advent of the artificial intelligence craze, making this trend even more pronounced. Samsung, SK Hynix, and Micron, the titans of the HBM market, are all developing new products, with next-generation technologies like HBM4 receiving considerable attention from the industry, and expected to dominate the future.

Market research reports indicate that by 2025, the HBM market is projected to reach an impressive $4.976 billion, nearly doubling in growth compared to 2023. This forecast is based entirely on current and anticipated industry demand, with the key area of HBM sales being its application in AI GPUs. As has been reported numerous times in the past, the sudden surge in AI GPU demand has led to a shortage of HBM in the market, a critical component of AI accelerators.

However, manufacturers are optimistic about the future of HBM, with the industry shifting towards newer standards. New products such as HBM3e and HBM4 are expected to be widely adopted by manufacturers. For example, Nvidia has outlined numerous plans for its 2024 data center products, including the already announced H200 and the forthcoming B100 based on the Blackwell architecture, both of which will utilize HBM3e.

As the artificial intelligence market continues to flourish, memory manufacturers also see signs of a revival, potentially opening up more opportunities to drive revenue growth.