HBM Market Bulletin - Jul. 16, 2025
Last Modified
2025-07-16
Update Frequency
Monthly
Format
The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.
Key Highlights
- The main HBM suppliers focus on improving HBM4 product yield and accelerating validation with advanced process nodes and strategic partnerships.
- AI chips drive HBM innovations for real-time, low-power data transfer, leveraging customization in capacity and interface design.
- Collaboration with foundries enables flexible process choices tailored to customer requirements.
- The outlook for customized HBM is positive, with mass production dependent on technical maturity and further integration of the supply chain
<Total Pages: 1>

Category: AI Server/HBM/Server
Spotlight Report
-
DRAM Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
PDF
-
2026 Memory Price Forecast
2025/10/03
Semiconductors
PDF
-
4Q25 Memory Price Forecast
2025/09/19
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
2026 NAND Flash: AI & HDD Shortage Ignite Price Surge
2025/10/07
Semiconductors
PDF
HBM Market BulletinRelated Reports
Download Report
USD $20,000
Membership
Spotlight Report
-
DRAM Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
EXCEL
-
NAND Flash Monthly Datasheet Nov. 2025
2025/11/17
Semiconductors
PDF
-
2026 Memory Price Forecast
2025/10/03
Semiconductors
PDF
-
4Q25 Memory Price Forecast
2025/09/19
Semiconductors
PDF
-
DRAM/NAND Flash 2026 Capex: AI-Driven Revisions, Capacity Limited
2025/11/07
Semiconductors
PDF
-
2026 NAND Flash: AI & HDD Shortage Ignite Price Surge
2025/10/07
Semiconductors
PDF