Counterpoint Research has dismissed concerns regarding a slowdown in demand for HBM memory, labeling such reports as based on misinformation. The firm maintains that the industry trend toward higher-stacked HBM solutions remains robust and will continue in the near future.
The research firm highlights that NVIDIA is shifting its upcoming Rubin GPU architecture toward 12Hi HBM4 memory modules. Furthermore, current ASIC solutions in development show no evidence of a transition toward lower, 4-layer HBM stacks, contradicting recent market rumors.
According to Counterpoint, the primary driver for AI XPU workloads is the necessity for increased bandwidth and capacity. For developers and manufacturers, these performance metrics currently take precedence over efforts to reduce overall production costs.
