HBM Market Bulletin - Oct. 17, 2025

Last Modified

2025-10-17

Update Frequency

Monthly

Format

PDF

This report show Google and AWS driving strong HBM demand, with capacity expanding across generations; META and Huawei join as large buyers.

Key Highlights

Google and AWS are driving strong HBM demand, with deployment and capacity expanding in data centers.
META and Huawei are emerging buyers, with steady growth expected in HBM demand and shifts in supplier dynamics.

TrendForce’s View
- Distribution of HBM Demand Among AI Chip Makers, Based on Chip Shipments

Distribution of HBM Demand Among AI Chip Makers, Based on Chip Shipments

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