Reported about 1 year ago
According to TrendForce, the growth momentum of AI NB looks promising, with an estimated increase in AI NB penetration rate from 1% in 2024 to 20.4% in 2025. This growth will drive an average increase of 0.8GB in overall memory capacity, with at least a 7% surge. As international cloud service providers (CSPs) expand from cloud to edge AI applications in various fields like manufacturing, finance, healthcare, and commerce, AI PCs and NBs with similar architectures to AI servers are expected to facilitate the connection between AI infrastructure and edge AI applications. South Asia Silicon and Winbond Electronics, despite not venturing into the HBM market, are strategically enhancing their capabilities to capitalize on the DRAM market's increasing demand, with positive market prospects predicted as the memory industry recovers.
Source: YAHOO