Broadcom may surpass NVIDIA in HBM demand by 2028
zephyr_z9 · x · 2026-08-18
According to Meritz Securities, total HBM demand is set to nearly double from 6.5-7EB in 2027 to 12.5EB in 2028. Broadcom leads projected demand at 35–40bn Gb, potentially surpassing NVIDIA's 30bn Gb, while Google is ramping up significantly to 20bn Gb, followed by AMD at 10bn Gb.
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