It is possible to say that significant progress has been made in technology in recent years. This is most noticeable on the artificial intelligence side. Artificial intelligence technologies have become established and increasingly widespread, from the car we drive to the smartphone that can fit in a pocket.
Of course, in this case, companies are increasingly increasing their investments in this field. Companies such as Google, Microsoft, OpenAI and NVIDIA managed to stand out with these investments. Of course, the growth in the artificial intelligence sector also affects the hardware market significantly. The recently published report supports this.
Increase in HBM memory prices!
According to data shared by the market research company Yolo Group, with the increase in artificial intelligence studies, the demand for HBM, or high bandwidth memories, has increased significantly in 2023. Accordingly, production also increased.
It is stated that there has been a 500 percent price increase in artificial intelligence accelerators and HBM memories produced by AMD and NVIDIA . This rate is expected to gradually increase with further developments in the field of artificial intelligence.
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According to data , Samsung and SK Hynix dominate the HBM memory market. It is stated that the market share of the two companies is higher than 90 percent . At this point , it is thought that the cooperation between SK Hynix and Taiwan-based semiconductor manufacturer TSMC will affect their market shares in the industry.
It is said that the HBM memory market will grow by 45 percent in the next five years as the artificial intelligence industry advances . With the arrival of HBM4 memories, manufacturers’ earnings are expected to increase.
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