Offering some rare insight into the scale of HBM memory sales – and on its growth in the face of unprecedented demand from AI accelerator vendors – the company recently disclosed that it expects HBM sales to make up "a double-digit percentage of its DRAM chip sales" this year. Which if it comes to pass, would represent a significant jump in sales for the high-bandwidth, high-priced memory.
As first reported by Reuters, SK hynix CEO Kwak Noh-Jung has commented that he expects HBM sales will constitute a double-digit percentage of its DRAM chip sales in 2024. This prediction corroborate with estimates from TrendForce, who believe that, industry-wide, HBM will account for 20.1% of DRAM revenue in 2024, more than doubling HBM's 8.4% revenue share in 2023.
