At the SK AI Summit 2024 on November 4th, SK hynix unveiled its HBM3e 16hi product that is currently under development. Each “cube” of this HBM3e 16hi product holds 48GB...
TrendForce forecasts a 25% YoY growth in DRAM bit output in 2025, with diverging market conditions across different product types and applications. HBM demand remains strong, leading to tight supply;...
Regarding production volume distribution, SK hynix has the highest production volume. This year, SK hynix’s total HBM production volume is projected to reach...
In the HBM datasheet released earlier in October, TrendForce revealed suppliers’ production capacity plans for 2025 and calculated HBM demand based on AI chip shipment volumes...
TrendForce’s observations indicate that NVIDIA is currently the global leader of AI chip supplier, and comprises of almost 90% of the GPU AI server market in 2024...
TrendForce forecasts that NVIDIA will focus on promoting its Blackwell B300 series AI chips in 2025, with increased adoption of CoWoS-L packaging and liquid cooling solutions. The B300 series will rep...
According to TrendForce’s investigation, Samsung is still in the process of qualifying its HBM3e 12-hi products after sending out the first batch of samples in the first half of this year...
TrendForce indicates that while Samsung, SK Hynix, and Micron have all sampled HBM3e 12hi products, challenges remain in yield ramp-up and qualification, leaving uncertainty over the risk of HBM overs...
From this August to September, HBM suppliers have been unveiling their product development plans for the period between 2025 and 2030 through events like SEMICON Taiwan 2024...
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...
As indicated by the survey of global market intelligence firm TrendForce, NVIDIA’s latest FY2Q25 financial report shows that the supplier has generated an overall revenue...
HBM achieves high bandwidth and high density through backend process steps such as TSV and 3D stacking. However, these process steps also create bottlenecks in improving production yields...
According to the latest research by global market intelligence firm TrendForce, the AI market continues to experience rapid growth. Both GPU suppliers and CSPs are committed to developing AI chips...
TrendForce expects the AI market to maintain high growth throughout the rest of 2024, with global shipments of AI chips projected to increase by...
AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways
