Memory has grown to nearly two-thirds of AI chip component costs
3 hours ago
- #Cost Analysis
- #AI Chips
- #Supply Chain
- Epoch's work is freely usable under Creative Commons BY with credit.
- Analysis estimates per-chip costs for memory, logic dies, packaging, and auxiliary components across Nvidia, AMD, Google, and Amazon.
- Memory share increased from 52% to 63% from Q1 2024 to Q4 2025, while packaging and auxiliary components declined.
- Logic die share remained stable at 13-14% during this period.
- Total component spending grew from $22 billion in 2024 to $52 billion in 2025, with HBM contributing about $20 billion of the rise.