而对于明年，外媒是预计存储芯片领域的需求，将集中高带宽存储器等人工智能领域，高带宽存储器在全球DRAM市场的份额，预计将再度大幅增加，由今年的21%增至34%，远高于去年8%的份额。

目前，主流数据中心GPU均采用HBM技术， 英伟达V100、A100、H100系列与AMD MI100、MI200、MI300系列均应用HBM内存，HBM在数据中心GPU中逐渐占据核心地位。

Huawei has also garnered interest in its Ascend 910B chip as a viable alternative to Nvidia’s A100 GPU for AI development ...

Intel, too, plans to ramp up the HBM capacity of its Gaudi AI chip ... and its predecessor, the A100, which debuted in 2020, when it comes to two popular large language models (LLMs) and a ...