HBM4 Mass Production Triggers New Investment Boom in Hard Technology, High Bandwidth Memory Becomes Focus

With the explosive growth of AI large model training and inference demands, HBM (High Bandwidth Memory) has become the most promising market in memory chips. SK Hynix, Samsung, and Micron are successively advancing HBM4 mass production, driving an investment boom across the industry chain. This article deeply analyzes the HBM market landscape, technological evolution, and investment logic, revealing why focusing on the HBM track is crucial for heavy investment in hard technology.