Ai Chip Component Cost Shares

HBM spend grew from about $12B in 2024 to $32B in 2025 and is now 63% of chip component cost. Memory supply increasingly determines accelerator price and availability.

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• articleAi Chip Supply Chain ConstraintsEpoch AI publications
• articleAi Chip ProductionEpoch AI publications
• articleChip Performance Per DollarEpoch AI publications

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