![]() |
市場調查報告書
商品編碼
1744660
混合記憶體立方體 (HMC) 市場預測(至 2032 年):按產品類型、記憶體類型、處理器相容性、記憶體配置、應用、最終用戶和地區進行的全球分析Hybrid Memory Cube Market Forecasts to 2032 - Global Analysis By Product Type, Memory Type, Processor Compatibility, Memory Configuration, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球混合儲存立方體 (HMC) 市場預計在 2025 年達到 24 億美元,到 2032 年將達到 87 億美元,預測期內的複合年成長率為 20%。
混合記憶體立方體 (HMC) 是一種高效能記憶體架構,旨在提高資料處理速度和效率。它採用堆疊記憶體層,並透過高頻寬路徑互連,效能顯著優於傳統的 DRAM 解決方案。 HMC 提供更低的延遲、頻寬和更最佳化的功耗,使其成為高效能運算、人工智慧和資料中心等應用的理想選擇。透過整合基於邏輯的記憶體控制器,HMC 提供簡化的資料管理和增強的平行處理能力,從而在高階運算系統中實現更快、更節能的運作。
根據GSMA的報告,預計到2030年底亞太地區將有約14億個5G連接。
高效能運算 (HPC) 和 AI/ML 的爆炸性成長
隨著資料密集型工作負載的擴展,傳統的記憶體架構已難以滿足處理需求。 HMC 提供卓越的頻寬和效率,為 AI主導的分析、深度學習和雲端基礎應用提供更快的運算速度和更低的延遲。 AI 加速器和下一代處理器的普及化進一步推動了對高速記憶體解決方案的需求,使得 HMC 成為先進運算環境中的關鍵元件。
高頻寬記憶體 (HBM) 的優勢與競爭
HBM 廣泛應用於 GPU、AI 加速器和資料中心,對 HMC 的市場滲透構成了挑戰。 HBM 的優勢在於其強大的行業支援和成熟的製造程序,使其成為許多高性能應用的首選。將 HMC 整合到現有系統的成本和複雜性進一步限制了 HMC 的採用,因此需要採取策略性措施來提升 HMC 的差異化能力並提高市場接受度。
3D堆疊和互連技術的進一步發展
先進封裝解決方案(包括矽穿孔電極(TSV) 和改進的互連架構)的發展正在提升記憶體效率和可擴展性。這些進步實現了更快的資料傳輸速率,同時降低了功耗,使 HMC 成為下一代運算系統的理想選擇。隨著半導體製造商加大對記憶體架構最佳化的投資,HMC 將受益於與 AI 處理器、雲端基礎設施和高速網路應用的整合度提升。
高頻寬記憶體替代品的出現
DDR5 和下一代 HBM 等新型記憶體技術提供了極具競爭力的效能和成本優勢。此外,非揮發性和光學記憶體解決方案的持續研究可能會顛覆市場格局,並轉移對 HMC 的需求。為了保持競爭力,HMC 開發人員必須專注於提高效率、降低製造成本並建立策略夥伴關係關係,以增強其在各種運算應用中的採用率。
新冠疫情對HMC市場產生了多重影響,波及供應鏈和半導體生產。儘管初期的中斷導致了生產延遲和零件短缺,但這場危機加速了數位轉型進程。隨著產業逐漸適應疫情後的業務模式,對高效能運算 (HPC) 和人工智慧 (AI) 基礎設施的投資激增,支持了HMC技術在高階運算環境中的復甦和成長。
預計 2GB HMC 模組市場在預測期內將佔據最大佔有率
2GB HMC 模組預計將在預測期內佔據最大市場佔有率,這得益於其在需要高效能和中等記憶體容量的運算系統中的廣泛應用。這些模組在能源效率和頻寬之間實現了最佳平衡,適用於各種應用,包括嵌入式系統和網路設備。與大容量模組相比,它們更具成本效益,因此對於批量實施也極具吸引力。
現場可程式閘陣列(FPGA) 部分預計在預測期內以最高的複合年成長率成長。
現場可程式閘陣列(FPGA) 市場預計將在預測期內實現最高成長率,這得益於其在人工智慧、網路和高速資料分析的客製化硬體加速器中的應用。這些設備受益於 HMC 的低延遲和高頻寬功能,從而提升了可程式架構的整體效能。隨著各行各業對靈活且可重構運算平台的需求不斷成長,FPGA 與 HMC 的結合提供了強大的速度和適應性組合。
在預測期內,北美預計將佔據最大的市場佔有率,這得益於其在高效能運算、人工智慧創新和先進半導體產業的強勁表現。美國領先的科技公司和研究機構正在大力投資下一代運算基礎設施,包括記憶體技術。政府推動技術主權和國防應用的措施也助長了需求成長。
在預測期內,由於數位轉型的快速推進以及對人工智慧和 5G 技術投資的不斷增加,亞太地區預計將呈現最高的複合年成長率。中國大陸、韓國、台灣和印度等國家和地區正在擴大其半導體製造能力,並開發先進的運算基礎設施。該地區的高科技巨頭正在採用 HMC,以獲得其性能優勢,尤其是在人工智慧處理和雲端服務方面。
According to Stratistics MRC, the Global Hybrid Memory Cube (HMC) Market is accounted for $2.4 billion in 2025 and is expected to reach $8.7 billion by 2032 growing at a CAGR of 20% during the forecast period. Hybrid Memory Cube (HMC) is high-performance memory architecture designed to enhance data processing speed and efficiency. It utilizes stacked memory layers interconnected through high-bandwidth pathways, significantly outperforming traditional DRAM solutions. HMC reduces latency, increases bandwidth, and optimizes power consumption, making it ideal for applications in high-performance computing, artificial intelligence, and data centers. By integrating logic-based memory controllers, HMC offers streamlined data management and improved parallel processing, enabling faster and more energy-efficient operations in advanced computing systems.
According to the GSMA report, by the end of 2030, there will be around 1.4 billion 5G connections in Asia Pacific.
Explosive growth in high-performance computing (HPC) and AI/ML
As data-intensive workloads expand, traditional memory architectures struggle to keep pace with processing requirements. HMC offers superior bandwidth and efficiency, enabling faster computations and reducing latency in AI-driven analytics, deep learning, and cloud-based applications. The surge in AI accelerators and next-generation processors further strengthens the need for high-speed memory solutions, positioning HMC as a critical component in advanced computing environments.
Dominance and competition from high bandwidth memory (HBM)
HBM's widespread adoption in GPUs, AI accelerators, and data centers presents a challenge for HMC's market penetration. Additionally, HBM benefits from strong industry backing and established manufacturing processes, making it a preferred choice for many high-performance applications. The cost and complexity of integrating HMC into existing systems further limit its adoption, requiring strategic efforts to differentiate its capabilities and enhance market acceptance.
Further advancements in 3D stacking and interconnect technologies
The development of advanced packaging solutions, including through-silicon vias (TSVs) and improved interconnect architectures, enhances memory efficiency and scalability. These advancements enable higher data transfer rates while reducing power consumption, making HMC an attractive option for next-generation computing systems. As semiconductor manufacturers invest in optimizing memory architectures, HMC stands to benefit from improved integration with AI processors, cloud infrastructure, and high-speed networking applications.
Emergence of alternative high-bandwidth memory
Emerging memory technologies, such as DDR5 and next-generation HBM variants, offer competitive performance and cost advantages. Additionally, ongoing research into non-volatile memory and optical memory solutions could disrupt the market landscape, shifting demand away from HMC. To maintain relevance, HMC developers must focus on enhancing efficiency, reducing production costs, and securing strategic partnerships to strengthen adoption across diverse computing applications.
he COVID-19 pandemic had a mixed impact on the HMC market, affecting supply chains and semiconductor production. While initial disruptions led to delays in manufacturing and component shortages, the crisis also accelerated digital transformation initiatives. As industries adapted to post-pandemic operational models, investments in HPC and AI infrastructure surged, supporting the recovery and growth of HMC technology in advanced computing environments.
The 2GB HMC modules segment is expected to be the largest during the forecast period
The 2GB HMC modules segment is expected to account for the largest market share during the forecast period due to its widespread adoption in computing systems that require moderate memory capacity with high performance. These modules strike an optimal balance between power efficiency and bandwidth, making them suitable for a variety of applications, including embedded systems and networking equipment. Their cost-effectiveness compared to higher-capacity modules also makes them attractive for volume-based implementations.
The field-programmable gate array (FPGA) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the field-programmable gate array (FPGA) segment is predicted to witness the highest growth rate owing to their use in custom hardware accelerators for AI, networking, and high-speed data analytics. These devices benefit from HMC's low-latency and high-bandwidth capabilities, enhancing the overall performance of programmable architectures. As industries seek flexible, reconfigurable computing platforms, FPGAs paired with HMC offer a powerful combination of speed and adaptability.
During the forecast period, the North America region is expected to hold the largest market share driven by its strong presence in high-performance computing, AI innovation, and advanced semiconductor industries. Major technology firms and research institutions in the U.S. are investing heavily in next-generation computing infrastructure, including memory technologies. Government initiatives promoting technological sovereignty and defense applications also contribute to demand.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR fueled by rapid digital transformation and increasing investments in AI and 5G technologies. Countries like China, South Korea, Taiwan, and India are expanding their semiconductor manufacturing capacities and developing advanced computing infrastructure. Regional tech giants are embracing HMC for its performance benefits, particularly in AI processing and cloud services.
Key players in the market
Some of the key players in Hybrid Memory Cube (HMC) Market include Samsung Electronics, Micron Technology, Intel Corporation, IBM Corporation, NVIDIA Corporation, Broadcom Inc., G.Skill International Enterprise Co., Ltd., Corsair Memory Inc., Marvell Technology Group, Western Digital Corporation, Kingston Technology Corporation, Fujitsu Limited, Advanced Micro Devices (AMD), Toshiba Memory Corporation, and Rambus Inc.
In May 2025, Sanmina announced the acquisition of ZT Systems' manufacturing business from AMD for up to $3 billion, with AMD retaining the AI systems design segment and partnering with Sanmina for new product introductions.
In April 2025, Rambus and Micron Technology extended their patent license agreement for five years, enabling broad access to Rambus innovations and continuing their product collaboration.
In April 2025, Fujitsu expanded its strategic collaboration with Supermicro to offer a comprehensive generative AI platform, including OEM servers and managed services for large language models.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.