In 1H24, Micron and SK hynix successively completed the qualification of their HBM3e 8hi products with NVIDIA. The H200, which is the first AI chip to adopt this type of memory...
This month’s bulletin focuses on updates regarding various suppliers’ product development activities, including the qualification of HBM3e 12hi products...
TrendForce indicates that the latest US export controls will restrict direct exports of HBM to China. As Chinese ASIC developers face difficulties obtaining HBM from foreign suppliers, they will have...
On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced a new set of export control measures targeting China’s semiconductor industry. The key actions include....
The comprehensive quarterly reports detailing market trends, supplier comparisons, and forecast data. It provides the critical analysis on HBM production overview, Spec. outlook, and shipment forecast...
According to the latest research by global market intelligence firm TrendForce, entering the second half of the year, which is the traditional peak season, smartphone production in the third quarter r...
As indicated by the survey of global market intelligence firm TrendForce, the server DRAM market continues to benefit from the increase of prices...
TrendForce reports that NVIDIA's data center revenue surged by 112% YoY in FY3Q25, driven by strong demand for Hopper platforms. The Blackwell platform is expected to ramp up in 1H25, expandi...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA generated US$35.1 billion of revenue...
TrendForce reports that the DRAM industry revenue grew by 13.6% QoQ in 3Q24, driven by server DRAM and HBM sales. However, Taiwan-based suppliers lagged behind due to their focus on consumer DRAM. Des...
Global market intelligence firm TrendForce reports that the DRAM industry’s revenue totaled US$26.02 billion for 3Q24...
As HBM advances to the latest HBM3e generation, both capacity and sales price have increased, which has subsequently contributed to the growth of DRAM revenue...
TrendForce has revised its 2025 DRAM price forecast downward, projecting price declines in the first half of next year, with DDR4 and LPDDR4X experiencing steeper drops. Key factors contributing to th...
TrendForce reports that it is now a key moment for negotiating Q4 2024 contract prices. Prices of DDR4 and LPDDR4X products, which are made with mature processes...
TrendForce indicates that SK hynix has launched the industry's first HBM3e 16hi product, boosting maximum bit capacity to 384GB. This move aims to address the demand for higher-capacity HBM....
