Jensen Huang: "no HBM for you, I need HBM!"
Overall Market & Demand Growth> Massive Expansion: Total HBM demand is projected to scale dramatically, reaching over 6 million k GB (approx. 48,618 mn Gb) by 2027.> Rapid Multi-Year Trajectory: Historical and projected growth shows a steep upward curve from 2023 through 2027, driven heavily by increasing deployment in AI GPUs and AI ASICs.NVIDIA's Market Dominance> Leading Consumer: NVIDIA remains the single largest consumer of HBM supply, commanding the largest share of the demand stack in 2027.> Key Products: High-demand products like the Rubin R200 stand out with massive total HBM demand (projected at over $1.7 million k GB), utilizing advanced HBM4 12hi configurations.> CoWoS Allocation: NVIDIA dominates advanced packaging allocations, notably with massive wafer distributions for products like the Vera CPU and Rubin series.Key Competitors and Ecosystem Players> Google: Google represents a massive portion of the AI ASIC HBM demand, particularly driven by TPU lines such as the TPU v8i (Sunfish), which demands over 1.1 million k GB of HBM.> AMD: Competes strongly with advanced offerings like the MI455 and MI350 series, utilizing HBM3e and HBM4 configurations sourced primarily through Samsung and Micron.> Cloud Service Providers (ASICs): Other major tech giants like AWS (Trainium 3) and Microsoft (Maia 300) account for significant shares of the total specialized hardware demand footprint.> NVIDIA holds the largest single share of projected HBM consumption at 36%.> Google represents a massive segment of demand at 35%, nearly matching NVIDIA due to its heavy reliance on custom TPU deployments.> AMD follows as the third-largest consumer with 16% of the market share.> AWS accounts for 5%, GUC's customers make up 3%, while Microsoft and Meta each take 2% of the projected 2027 consumption.$NVIDIA(NVDA.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) $AMD(AMD.US) $Alphabet(GOOGL.US) $Micron Tech(MU.US) $DRAM $EWY
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