Selected Topics-0021_As Diverse Applications Drive Market Growth of HBM, 2.5D Packaging Plays a Critical Role in Development of This Memory Solution
The load of cloud computing will continue to elevate under the advancement of diversified applications, where restricted growth of performance in DDR SDRAM could encumber the performance of computing systems, which allows HBM to further exert its abilities. This report probes into the demand background and development tendencies of HBM, and focuses on the 2.5D packaging technology that integrates HBM.
Table of Contents
1. Successive Emergence of Four Major Applications Sustains Growth Momentum in Computing Demand
2. HBM Will Be the Best Solution for Building High-Performance Computing Platforms
3. 2.5D Packaging Technology Portrays an Essential Role amidst Expanding Incorporation of HBM
4. TRI’s View
(1) Emergence of Supercomputer, AIGC, 8K, and AR/VR Applications to Drive Establishment of
High-Performance of Computing Platforms
(2) TSMC Possesses Most Competitive Advantages in 2.5D Packaging Technology Yielded by HBM
Gallium Arsenide (GaAs) is recognized in the industry as the most mature compound semiconductor material after silicon. It possesses superior characteristics such as high frequency, high electron mobility, high output power, low noise, and good linearity, making it one of the most important support materials for microwave radio frequency and optoelectronics.
In recent years, a surge in applications like 5G communications, autonomous driving, advanced displays, and AI has driven an increased demand for GaAs. Consequently, manufacturers are fully committed to capturing a significant share of this growing market.
The smartwatch market saw a downturn in 2023, which has significantly impacted strategies for 2024. Manufacturers are expected to adopt a conservative approach, focusing on incremental upgrades and diversification in R&D to align with market needs, with AI becoming a crucial tool in enhancing product and service offerings.
The VR/AR sector continues to struggle with a lack of compelling content and applications, which has stalled market growth and investor enthusiasm. In response, 2024 is set to witness a stronger emphasis on technological advancements to enrich content and broaden the commercial application of devices, spurring the development of essential upstream components.
Power semiconductors are the core of energy conversion and circuit control in electronic devices, playing vital roles in power conversion, amplification, switching, circuit protection, and rectification in electronic circuits. They are primarily used for altering voltage and frequency, as well as converting DC to AC in electronic devices. Power semiconductors have a key and extensive role in fields such as automobiles, industry, railway transportation, and power. As the new energy sector grows, particularly in solar energy and electric vehicles, power semiconductors such as IGBT and MOS are also becoming increasingly important in the realm of sustainable energy.
Research DirectorySemiconductor Research Display Research Optoelectronics Research Green Energy Research ICT Applications Research