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.
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