![]() TrendForce believes that the primary demand is shifting from HBM2e to HBM3 in 2023, with an anticipated demand ratio of approximately 50% and 39%, respectively. Looking ahead to 2024, TrendForce forecasts that due to aggressive expansion by suppliers, the HBM sufficiency ratio will rise from -2.4% to 0.6% in 2024. However, an explosive surge in AI demand in 2023 has prompted clients to place advance orders, stretching suppliers to their capacity limits. The HBM market in 2022 was marked by sufficient supply. HBM3 is slated to considerably elevate HBM revenue in 2024 with its superior ASP Another concern is the potential risk of overbooking, as buyers, anticipating an HBM shortage, might inflate their demand. The imminent boom in HBM production has presented suppliers with a difficult situation: they will need to strike a balance between meeting customer demand to expand market share and avoiding a surplus due to overproduction. However, as the focus pivots to Inference, the annual growth rate for AI Training chips and HBM is expected to taper off slightly. TrendForce analysis indicates that 2023 to 2024 will be pivotal years for AI development, triggering substantial demand for AI Training chips and thereby boosting HBM utilization. However, due to the time required for TSV expansion, which encompasses equipment delivery and testing (9 to 12 months), the majority of HBM capacity is expected to materialize by 2Q24. Forecasts based on current production plans from suppliers indicate a remarkable 105% annual increase in HBM bit supply by 2024. These efforts include the expansion of TSV production lines to increase HBM output. This is the exception not the norm and only applies on very small number of cases.TrendForce highlights in its latest report that memory suppliers are boosting their production capacity in response to escalating orders from NVIDIA and CSPs for their in-house designed chips. At the same time, we can also allow posts and comments that may break one or more rules outlined on this list. Moderators reserve the right to remove posts and comments that may not break the rules but were deemed inappropriate. As much as we'd like to make detailed rules for everything, there will be situations where human judgment is needed. Rule 12: Other Situations - Life is not black and white and neither is this community. Absolutely no begging for anything on the subreddit. Please visit r/hardwareswap / buying, selling, or trading. Rule 11: No Buying/Selling/Trading - No buying/selling/trading on this subreddit. This includes pictures of boxes, straw polls, fake news, complaints, or other contents deemed low quality by community moderators. Rule 10: Low Quality & Duplicate Content - Low quality content will be removed. For non-English submission, please use generic titles for ease of searching. Please use suggested title for link submission or copy the title of the original link. Rule 9: No Editorialization - News/Reviews/Benchmarks related posts should not have editorialized titles and should be posted in whole. Discuss the specific rumor in the respective rumor thread that was posted. Additionally, to prevent the spread of potentially incorrect information or fake rumors, there will be no standalone discussion regarding specific rumors. Rumor posts are allowed but it must link back to a reputable source. Rule 8: No Unsubstantiated Rumors & Discussions - No unsubstantiated rumors or conspiracies. Rule 7: No Memes and Shitposts - Memes and shitposts will be removed ![]() Please send a modmail if you'd like to discuss an exception. That includes your youtube channel and website. Rule 6: No Self Advertising - Self advertising is not allowed here. Repeat offenders will be banned without notice. Rule 5: No Referral or Affiliate Links - Referral or affiliate links are not allowed here. Absolutely no politics and religion talk on the subreddit. No brigading, personal attack bashing, mudslinging, or witch hunting. No Religion or Politics - Be nice, civil and follow rediquette. This means the article must be talking specifically about Nvidia as a company, Nvidia's product, or other products using Nvidia's technology. Rule 3: Relevant Content - All posts must be primarily related to Nvidia. Please follow Rule #10 regarding low quality content when posting your build and please only post builds with Nvidia products clearly visible. Rule 2: Build Pictures Related Posts - Build pictures related posts are only allowed on Friday, Saturday, and Sunday. You can also use /r/TechSupport community. Latest thread is linked in the sidebar or pinned on the front page. Rule 1: Tech Support & Issues - Tech Support posts are not allowed. This Subreddit is community run and does not represent NVIDIA in any capacity unless specified. ![]() A place for everything NVIDIA, come talk about news, rumours, GPUs, the industry, show-off your build and more. ![]()
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