HBM

The demand for high bandwidth memory is set to explode in the coming quarters and years due to the broader adoption of artificial intelligence in general and generative AI in particular. SK Hynix will likely be the primary beneficiary of the HBM rally as it leads shipments of this type of memory, holding a 50% share in 2022, according to TrendForce. Analysts from TrendForce believe that shipments of AI servers equipped with compute GPUs like Nvidia's A100 or H100 will increase by roughly 9% year-over-year in 2022. However, they do not elaborate on whether they mean unit shipments or dollar shipments. They now estimate that the rise of generative AI will catalyze demand for AI servers, and this market will grow by 15.4% in 2023...