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集邦咨询: 英伟达2025年推Blackwell Ultra、B200A，将拉升HBM3e 12hi消耗比重至40%
On August 8th, Jinshi Data reported that, according to the latest HBM report from TrendForce, the capacity of HBM (High-Bandwidth Memory) on a single chip has significantly increased with the iteration of AI chips. NVIDIA is currently the largest buyer in the HBM market, and it is expected that after the launch of products like Blackwell Ultra and B200A in 2025, its purchasing share in the HBM market will exceed 70%.