Trouble in Your Tank: Metallizing Flexible Circuit Materials—Mitigating Deposit Stress
It’s Only Common Sense: Sales as a Team Sport
Dan’s Biz Bookshelf: ‘In Defense of a Liberal Education’
HBM Supply Leader SK Hynix’s Market Share to Exceed 50% in 2023 Due to Demand for AI Servers
April 20, 2023 | TrendForceEstimated reading time: 2 minutes
A strong growth in AI server shipments has driven demand for high bandwidth memory (HBM). TrendForce reports that the top three HBM suppliers in 2022 were SK hynix, Samsung, and Micron, with 50%, 40%, and 10% market share, respectively. Furthermore, the specifications of high-end AI GPUs designed for deep learning have led to HBM product iteration. To prepare for the launch of NVIDIA H100 and AMD MI300 in 2H23, all three major suppliers are planning for the mass production of HBM3 products. At present, SK hynix is the only supplier that mass produces HBM3 products, and as a result, is projected to increase its market share to 53% as more customers adopt HBM3. Samsung and Micron are expected to start mass production sometime towards the end of this year or early 2024, with HBM market shares of 38% and 9%, respectively.
AI server shipment volume expected to increase by 15.4% in 2023
NVIDIA’s DM/ML AI servers are equipped with an average of four or eight high-end graphics cards and two mainstream x86 server CPUs. These servers are primarily used by top US cloud services providers such as Google, AWS, Meta, and Microsoft. TrendForce analysis indicates that the shipment volume of servers with high-end GPGPUs is expected to increase by around 9% in 2022, with approximately 80% of these shipments concentrated in eight major cloud service providers in China and the US. Looking ahead to 2023, Microsoft, Meta, Baidu, and ByteDance will launch generative AI products and services, further boosting AI server shipments. It is estimated that the shipment volume of AI servers will increase by 15.4% this year, and a 12.2% CAGR for AI server shipments is projected from 2023 to 2027.
AI servers stimulate a simultaneous increase in demand for server DRAM, SSD, and HBM
TrendForce points out that the rise of AI servers is likely to increase demand for memory usage. While general servers have 500–600 GB of server DRAM, AI servers require significantly more—averaging between 1.2–1.7 TB with 64–128 GB per module. For enterprise SSDs, priority is given to DRAM or HBM due to the high-speed requirements of AI servers, but there has yet to be a noticeable push to expand SSD capacity. However, in terms of interface, PCIe 5.0 is more favored when it comes to addressing high-speed computing needs. Additionally, AI servers tend to use GPGPUs, and with NVIDIA A100 80 GB configurations of four or eight, HBM usage would be around 320–640 GB. As AI models grow increasingly complex, demand for server DRAM, SSDs, and HBM will grow simultaneously.
Share on:
Testimonial
"Advertising in PCB007 Magazine has been a great way to showcase our bare board testers to the right audience. The I-Connect007 team makes the process smooth and professional. We’re proud to be featured in such a trusted publication."
Klaus Koziol - atgSuggested Items
It’s Only Common Sense: Sales as a Team Sport
08/04/2025 | Dan Beaulieu -- Column: It's Only Common SenseAnyone who has played, or even watched, sports knows that it’s not just about scoring points or making big plays—it’s about everyone working together toward a common goal. Sales is no different. Too often, sales is considered an individual activity, with each salesperson striving to hit his or her targets. However, the reality is that sales works best when it’s treated as a team sport, with everyone working toward a common goal.
Nordson Corporation Announces Earnings Release and Webcast for Third Quarter Fiscal Year 2025
07/31/2025 | Nordson CorporationNordson Corporation today announced it will release third quarter fiscal year 2025 earnings on August 20, 2025, after the close of the market.
SES AI Accelerates Timeline for Revenue Growth and Profitability with Acquisition of UZ Energy
07/31/2025 | BUSINESS WIRESES AI Corporation, a global leader in the development and manufacturing of AI-enhanced high-performance Li-Metal and Li-ion batteries, today announced it has executed a definitive agreement to acquire 100% of UZ Energy, an energy storage systems (“ESS”) provider, for a purchase price of approximately $25.5 million, subject to earnout adjustment based on the achievement of specified financial targets.
Dan’s Sales Guide: Master Your Sales Game in 2025 and Beyond
07/30/2025 | Dan Beaulieu, D.B. Management GroupIndustry veteran Dan Beaulieu has compiled more than 80 of his favorite sales tips and suggestions to help you create your own sales and marketing playbook. “I’ve been in this business for over 40 years, and I’ve seen companies spend hundreds of thousands of dollars on equipment, expand factories, rebrand multiple times, and hire consultants until the parking lot is full,” Dan says. But when it comes to time for companies to invest in something that will actually grow their revenue, Dan has found that their sales and marketing strategies aren’t as strong as they should be. However, there's a solution.
From Attraction to Action: Where Marketing Ends and Sales Begins
07/29/2025 | Brittany Martin, I-Connect007Before a PO hits the system, marketing has already done a lot of heavy lifting. Without strategic marketing, the PO might never arrive. At I-Connect007, we have been fortunate to help many companies achieve sales success through marketing. The key to success? Understanding how marketing leads to sales.