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3Q25 HBM Market Dynamics and Forecast
Last Modified
2025-09-02
Update Frequency
Aperiodically
Format
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, etc.
Key Highlights
- Strong AI chip demand will push HBM process technology forward, with hybrid bonding aimed at higher‑stacked products.
- HBM3e 12hi qualification is more challenging; yields are expected to improve with clearer delivery visibility.
- NVIDIA remains the dominant player in the HBM market; mass production of high‑end GPUs is likely to push HBM3e share toward the majority.
- With price increases and product mix shifts, HBM ASP should rise, boosting DRAM revenue share.
Table of Contents
- HBM Development and Prospects
- Supply and Demand Outlook
- Price Trend and Revenue Contribution
- Key Takeaway
- HBM Process Technology
<Total Pages: 32>
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