Morgan Stanley estimates Nvidia will consume 37.3% of total high-bandwidth memory demand
Published · Updated · By Investus editorial desk (SUNRYU Partners)
Analyst Beth Kindig relayed that Nvidia, Google (36%), and AMD (12.1%) together account for roughly 85% of total HBM demand, leaving only 15% for other players.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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This article is editorial research for informational purposes only. It is not investment advice, a recommendation, or a solicitation to buy or sell any security, and does not guarantee any return. Markets carry risk of loss. Verify figures against the primary sources before making decisions.