HBM

HBM Industry Analysis－2Q24

Jul 29, 2024 | PDF

Traditional DRAM computability can no longer fulfill the performance need of modern applications alongside the growth of demand for data processing and the increase of databases...

HBM Market Bulletin_20240719

Jul 19, 2024 | PDF

NVIDIA, having begun shipping H200 since 2Q24, is slated to ramp up B100 whilst shipping out small batches of GB200 starting from 3Q24. AMD is scheduled to ship its MI325 starting from 4Q24...

DRAM and NAND Flash Industries’ 2025 Revenue Figures Will Reach New Highs Thanks to Rising ASPs and Surging Demand for HBM and QLC NAND Flash

Jul 12, 2024 | PDF

Global market intelligence firm TrendForce reports that this year, the wider memory industry is benefiting from the continuous growth in demand bits, price hikes resulting from improvements in the sup...

Micron Plans to Invest a New Fab in Hiroshima, Which Is Scheduled to Begin Operation in 2027 and Will Focus on HBM

Jun 11, 2024 | PDF

According to TrendForce’s investigation, Micron has decided to invest a new DRAM fab in Japan. The proposed DRAM fab site will be located next to Fab15...

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

May 13, 2024 | PDF

According to the latest research by the global market intelligence firm TrendForce, the overall procurement volume of memory products fell sharply in 2023 as OEMs...

2024 AI Server and HBM Market Dynamics and Forecast

May 02, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Apr 30, 2024 | PDF

According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

HBM3e to Become Mainstream after 2H24; Samsung’s Time of Provision Serves as Pivotal Factor

Apr 19, 2024 | PDF

As indicated by the survey of global market intelligence firm TrendForce, mainstream HBM specifications have been evolving from HBM3 adopted by H100 and MI300 series...

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Apr 11, 2024 | PDF

Global market intelligence firm TrendForce reports that with NVIDIA presenting its latest solution at GTC 2024, the most anticipated technologies from the company include Blackwell...

AIGC and Large Language Models Thrive, Driving Soaring Demand for HBM

Mar 13, 2024 | PDF

The anticipation of AI-Generated Content (AIGC) applications approaching large-scale commercial deployment has triggered a sharp rise in demand for AI chips, significantly impacting the global high ba...

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

Mar 05, 2024 | PDF

According to market intelligence firm TrendForce, the demand for high-bandwidth memory (HBM) solutions has seen significant growth since early 2023 due to AI-related applications being a strong demand...

AI Server and HBM Markets plus Related Supply Chain Dynamics in 2024

Feb 06, 2024 | PDF

2024 AI Server Market Forecast Dynamics of AI Server Supply Chain Outlook on HBM Solutions for AI Servers Key Takeaways

Suppliers Continue with Qualifications for HBM3 and HBM3e in the Hope of Entering NVIDIA’s Supply Chain by 2024

Nov 20, 2023 | PDF

As indicated by the survey of global market intelligence firm TrendForce, development of AI chips is continuously driven by the wave of AI, and mainstream GPU supplier NVIDIA...

Forecast on Dynamics of AI Server and HBM Markets in 2024

Nov 06, 2023 | PDF

Forecast on AI Server Market in 2024 Developments in AI Server Supply Chain Market Outlook for HBM Solutions Used in AI Servers Key Takeaways

U.S. Tightens Chip Regulations: Navigating the Future of AI Servers

Oct 24, 2023 | PDF

This report offers a comprehensive analysis of the competitive landscape in the AI server market, providing a forecast for 2024 and identifying key factors driving future trends. It further delves int...