AI server demand, driven by HBM improvement, after HanmiSemiconductor, there is a storage factory to accelerate HBM layout.

According to the Korean media "The Koreatimes" reported that Samsung Electronics will start mass production of high bandwidth memory (HBM) chips in the second half of this year to meet the growing artificial intelligence (AI) market.

According to reports, Samsung will mass produce 16GB, 24GB HBM3 memory chips, these products can reach 6.4Gbps data processing speed, help improve the server learning computing speed.

Samsung executive Vice President Kim Jae-joon said on a conference call in April that the company plans to launch the next generation of HBM3P products in the second half of this year to meet market demand for higher performance and capacity. In addition to HBM, Samsung continues to introduce new memory solutions such as HBM-PIM (a high-bandwidth memory chip with integrated AI processing capabilities) and CXL DRAM to overcome DRAM capacity limitations.

From the perspective of market pattern, according to global research institution TrendForce consulting data show that in 2022, the three original HBM market share are SK Hynix (SKhynix) 50%, Samsung (Samsung) about 40%, Micron (Micron) about 10%.

TrendForce Consulting pointed out that in addition, the specifications of high-level deep learning AIGPU also stimulated the change of HBM products, and with the NVIDIAH100 and AMDMI300 installed in the second half of 2023, the three original factories have also planned the mass production of the corresponding specifications HBM3. Therefore, in the expectation that more customers will import HBM3 this year, SK Hynix, as the only supplier of the new generation of HBM3 products, is expected to increase its overall HBM market share to 53%, while Samsung and Micron are expected to mass-produce from the end of this year to early next year, HBM market share of 38% and 9% respectively.

Looking ahead, TrendForce Consulting estimates that HBM demand will increase by 58% annually in 2023, and is expected to grow by about 30% in 2024.