The development of artificial intelligence (AI) continues to flourish, driving strong demand for GPUs and prompting major CSPs to actively invest in in-house ASICs. However...
This month’s HBM Bulletin focuses on the changes to HBM market share of each supplier in 2025. Samsung, who has been prohibited by...
The three major HBM suppliers—Micron, SK Hynix, and Samsung—each held their quarterly earnings calls on December 18, January 23, and January 31, respectively...
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...
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...
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...
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...
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...
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...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
Global market intelligence firm TrendForce reports that as servers running on the new generation of CPU platforms are entering the mass production phase...
In October 2020, SK hynix announced that it will acquire Intel’s NAND Flash business for around US$9 billion. According to the latest investigation by market intelligence firm TrendForce...
As indicated by the survey of TrendForce, the Dual Control System of Total Energy Consumption and Energy Intensity by the Chinese government has recently exhibited signs of amplification...
