The Japan high bandwidth memory market is projected to grow from USD 84.48 million in 2025 to USD 106.07 million in 2026 and USD 311.53 million by 2031, a CAGR of 24.05% over 2026-2031. Growth is driven by AI infrastructure projects, including Microsoft's USD 10 billion investment through 2029 and GMI Cloud's USD 12 billion sovereign AI initiative, which push operators to secure memory supply earlier. HBM3E held 68.53% of the market in 2025, while HBM4E and other next-generation products are forecast to grow at a 24.98% CAGR through 2031. The report notes Japan still relies heavily on a few overseas producers for finished HBM stacks, creating risks from pricing swings, allocation limits and supply disruptions for AI data centers.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Get briefings and signals on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the morning, midday and evening briefing of each market and important news as it happens.