Without a doubt, AI is the hype topic in technology at the moment. It’s significantly shaping and driving memory development as the focus is on high-speed, high-bandwidth and low-power memory technologies. Among these, it’s particularly HBM that is getting a lot of attention. Yole Group predicts impressive growth rates in HBM for 2024 and this is just the beginning, as the major memory players Samsung, Sk hynix and Micron are ramping up their HBM3 memories this year. Demand is high and supply comes only from a limited number of suppliers, and this has never been a good market condition for industrial customers. Not only is HBM a specialized product, it also requires its own logic, which makes it even more difficult to reach a volume to make it worthwhile for the big three players. So we are seeing a memory divide looming, where industrial applications that require high-bandwidth memory need to be creative and find workarounds for the time being as they simply won’t be able to get HBM. ..
