【风口研报】AI服务器强劲需求拉动HBM，明年ASIC同比增50%成新需求增量，分析师看好提前布局产业链的公司

Core Viewpoint - The article emphasizes the strong demand for AI servers driving exponential growth in the HBM (High Bandwidth Memory) market, projecting a global market value of $98 billion by 2030, with a compound annual growth rate (CAGR) of 33% from 2024 to 2030. Analysts are optimistic about companies that strategically position themselves within the industry chain to capitalize on this growth [1]. Group 1 - The HBM market is expected to reach $98 billion by 2030 [1] - The CAGR for the HBM market from 2024 to 2030 is projected at 33% [1] - ASIC (Application-Specific Integrated Circuit) demand is anticipated to increase by 50% year-on-year next year, contributing to new demand growth [1]