HBM Prices Soaring Due to AI Chip Demand
High-bandwidth memory (HBM) prices are soaring due to increasing demand from AI chipmakers like Nvidia and AMD. HBM chips are crucial for AI systems and are expected to see continued high prices despite supply growth. Samsung and SK Hynix dominate the market and are ramping up production to meet demand. HBM is projected to account for over 18% of the DRAM market this year, with high profit margins driving sales.