HBM Demand Surges 70% as Inference Chip Market Heads Toward $50 Billion

The market for High Bandwidth Memory (HBM) is set to explode, with demand growing over 70% in 2026, driven by a massive $50 billion inference chip market. This surge highlights the critical role HBM plays in powering AI inference workloads, as chipmakers race to meet the needs of large-scale model deployment. The data comes from industry analysis, underscoring the rapid expansion of AI infrastructure beyond training into inference.