Major Tech Firms Develop Custom AI Chips, Boosting HBM Demand

Leading technology companies like Microsoft, Google, and Amazon are developing proprietary AI chips to reduce reliance on NVIDIA and enhance efficiency for AI inference. This strategic shift is expected to significantly expand the market for High-Bandwidth Memory (HBM) suppliers such as Samsung Electronics and SK Hynix, as HBM demand extends to custom ASICs. The move aims to optimize cost and power efficiency in the evolving AI industry.