Author: Mr. Lin Weizhi, Executive Vice President, Ji-Pu Industrial Trend Research Institute

AIRelated Memory Developments

Whether it's nVIDIA's next-generation Rubin GPUs (Table 2 below) or Google's TPU v8 (Table 1 above), High Bandwidth Memory (HBM) is almost exclusively designed for AI gas pedals, and the amount and complexity of the process continues to rise. It is the highest gross margin product in the history of the memory industry, with a CAGR of nearly 30% from 2024-2029, and a market size as shown in Figure 3 below.