HBM demand · X 热门 · 2026-09-19 15:02 UTC

# HBM demand — X 热门讨论 (2026-09-19 15:02 UTC)

## @pequityresearch (P Equity Research 📰) · 09-19 14:03 · ♥38 ↻4 💬2 Citi: HBM Demand Outlook

> Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028.

> Nvidia Dominates Demand: Nvidia remains the primary driver of HBM consumption, expected to account for 40,939 out of the 126,990 total demand by 2028 (roughly 32%), down from ~40% in 2025.

> Strong Cloud & Tech Player Adoption: Broadcom, Google, AMD, and AWS show sharp upward trajectories, with Broadcom experiencing massive scaling to reach 41,003 by 2028.

> Rapid Technological Transitions: HBM4 12hi and HBM4e scaling heavily through 2027 and 2028.

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