Counterpoint Dismisses Concerns of Slowing HBM Demand, Highlighting Higher Stack Trends

Counterpoint Research refuted market concerns about slowing demand for High Bandwidth Memory (HBM), clarifying that higher layer stacking remains the dominant industry trend. The research firm noted that upcoming AI architectures, such as NVIDIA's Rubin GPUs, are increasingly adopting 12Hi HBM4 configurations. This signals continued strong financial prospects for leading DRAM manufacturers engaged in next-generation memory packaging for AI hardware. It emphasizes that for AI compute workloads, maximizing memory bandwidth and capacity takes clear precedence over cost reduction. The report highlights that custom ASIC solutions are not stepping back to lower 4-Hi HBM stacks, confirming that 12-Hi HBM4 will be essential. High-stack architecture is necessary to maintain high memory throughput and prevent performance bottlenecks in complex AI workloads.