Samsung Electronics and SK Hynix Poised for Growth as AI Boom Drives Demand for Advanced Memory Technologies
High-bandwidth memory demand expected to accelerate with Google’s rollout of next-generation TPUs
Samsung Electronics and SK Hynix, the world’s leading memory chip manufacturers, are set to benefit from a significant surge in global demand for high-bandwidth memory (HBM), driven by the rapid expansion of artificial intelligence workloads and Google’s latest deployment of its advanced Tensor Processing Units (TPUs).
As hyperscalers and cloud service providers scale up infrastructure to support increasingly complex AI models, HBM has emerged as a critical enabling component. Google’s new TPUs — optimized for large-scale generative AI training and inference — rely heavily on HBM to deliver the bandwidth, efficiency, and thermal performance required to process trillion-parameter models.
Industry analysts note that each new generation of Google’s TPU architecture requires substantially higher HBM content, accelerating procurement cycles across the supply chain. Both Samsung Electronics and SK Hynix are expected to see meaningful revenue upside as demand intensifies through 2025 and beyond.
“AI models are becoming exponentially larger and more computationally intensive,” said a semiconductor industry spokesperson. “As TPUs and other AI accelerators evolve, memory bandwidth becomes a primary bottleneck — and HBM is the only technology capable of keeping up. This is a structural demand cycle that strongly favors HBM leaders like Samsung and SK Hynix.”
Samsung Electronics has already scaled production of HBM3E and begun sampling HBM4, featuring enhanced power efficiency, advanced thermal architectures, and expanded capacity tailored for next-generation AI accelerators. SK Hynix, currently the market leader in HBM shipments, is also ramping its HBM3E output and investing in next-gen stacking technologies to support increasing customer requirements.
The ongoing AI boom is reshaping semiconductor economics, with memory — traditionally cyclical — now becoming a strategic, long-cycle growth driver. Demand from generative AI, cloud computing, autonomous systems, and edge intelligence continues to outpace supply, driving a favorable pricing environment for premium memory products.
As technology companies worldwide race to build more powerful AI infrastructure, Samsung and SK Hynix are positioned at the core of this transformation.
