HBM demand · X 热门 · 2026-09-15 03:31 UTC

# HBM demand — X 热门讨论 (2026-09-15 03:31 UTC)

## @vikramskr (Vikram Sekar) · 09-14 13:16 · ♥32 ↻4 💬3 Where 4hi Actually Makes Sense: Edge AI

"Edge AI players, not data center players, are the ones showing real interest in 4hi HBM. TrendForce observes that in certain autonomous driving and robotics applications, DRAM bandwidth has gradually become a performance bottleneck for computing platforms, prompting HBM to be included in architecture evaluations.

There’s precedent for this. SK hynix supplied HBM2E to Waymo’s autonomous driving platform in 2024 and obtained automotive qualification, indicating that robotics and automotive applications have already become one of the extension areas for HBM usage.

That said, these applications are still early. Relevant specifications remain under evaluation. As a result, actual demand volumes are limited, and the short-term contribution of these segments to overall HBM demand is expected to remain very low." https://x.com/vikramskr/status/2099487434627334352