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HBM Market Bulletin - Oct. 17, 2025
Last Modified
2025-10-17
Update Frequency
Monthly
Format
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.
Table of Contents
- TrendForce’s View
- Distribution of HBM Demand Among AI Chip Makers, Based on Chip Shipments
<Total Pages: 2>
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