According to Meritz Securities’ analysis, planned HBM demand by company in 2028 is as follows: Broadcom: 35–40bn Gb NVIDIA: 30bn Gb Google: 20bn Gb AMD: 10bn Gb What stands out is Broadcom potentially surpassing NVIDIA in HBM demand, as well as Google massively ramping up its own HBM procurement.

According to Meritz Securities’ analysis, planned HBM demand by company in 2028 is as follows: Broadcom: 35–40bn Gb NVIDIA: 30bn Gb Google: 20bn Gb AMD: 10bn Gb What stands out is Broadcom potentially surpassing NVIDIA in HBM demand, as well as Google massively ramping up its own HBM procurement.

Source:https://x.com/jukan05/status/2089620707970097628