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Driven by the rapid growth in demand for high-bandwidth memory (HBM) fueled by artificial intelligence (AI), memory manufacturers are vying for market opportunities. According to a report from CNA, Micron has announced its target to achieve a 20% to 25% market share in HBM by 2025.
Targeting the swiftly growing demand for HBM, along with its better product pricing and profitability, the three major memory manufacturers—SK Hynix, Micron, and Samsung—are all aggressively advancing in this area. Currently, SK Hynix holds the leading position, but Micron is also making significant progress.
Micron stated that its progress of HBM3e could be contributed to the company’s advanced packaging and design capabilities, along with the integration of its own processes. The company is also developing the next generation HBM4 products.
Regarding Micron’s global capacity expansion plan, the memory heavyweight has been considering Hiroshima, Japan, as one of the potential sites. The company’s HBM capacity in fiscal year 2024 has already been sold out, of which is expected to contribute hundreds of millions of dollars in revenue.
As for its ambition regarding HBM, Micron stated that it aims to capture 20-25% market share by 2025.
Notably, per a previous report from the South Korean newspaper “Korea Joongang Daily,” following Micron’s initiation of mass production of the latest high-bandwidth memory HBM3e in February 2024, it has recently secured an order from NVIDIA for the H200 AI GPU. It is understood that NVIDIA’s upcoming H200 processor will utilize the latest HBM3e, which are more powerful than the HBM3 used in the H100 processor.
During the press conference on 5 June, Micron announced the launch of its GDDR7 graphics memory, which is currently being sampled. Utilizing Micron’s 1-beta technology, GDDR7 offers more than a 50% improvement in energy efficiency compared to the previous generation GDDR6, effectively addressing thermal issues and extending battery life.
Micron highlighted that the GDDR7 system bandwidth is increased to 1.5TB per second, 60% higher than GDDR6. Its applications range from AI and gaming to high-performance computing. The product is expected to start shipping in the second half of this year.
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(Photo credit: Micron)
