全球存储半导体：高带宽存储器（HBM）更新- 纳入 OpenAI 与 Gaudois 因素Global I_O Memory Semis _HBM Update_ factoring in Open AI_ Gaudois

Global Research ab 8 October 2025 Global I/O Memory Semis HBM Update: factoring in Open AI We increase our Nvidia procurement assumptions, introduce Open AI ASICs ests On the back of our recent industry checks and proprietary bottom up model, we increase our high bandwidth memory (HBM) end-consumption industry bit forecasts by 1% in 2025 to 17.1bn Gb (+99% YoY), and 4% in 2026 to 27.2bn Gb (+59% YoY). We now forecast HBM industry revenues to reach US$33.2bn in 2025 (+103% YoY), and US $54.5bn in 2026 (+64%) ...