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3Q25 HBM Market Dynamics and Forecast

Last Modified

2025-09-02

Update Frequency

Aperiodically

Format

PDF

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>

HBM Shipment Bits and Annual Growth Rate

Category: AI/HBM/Server , Artificial Intelligence , Cloud / Edge Computing

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