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4Q25 HBM Market Dynamics and Forecast

Last Modified

2025-12-08

Update Frequency

Aperiodically

Format

PDF

US data centers drive DDR5 and HBM demand. Rising DDR5 prices boost profitability. Future growth relies on HBM4 and standard DRAM synergy. Revenue mix will shift as standard memory prices recover against HBM dynamics.

Key Highlights

Demand Drivers: US data center expansion significantly boosts demand for conventional DRAM like DDR5 alongside HBM.
Price Trends: Rising DDR5 prices may eventually rival HBM3e in per-wafer revenue generation.
Profit Strategy: Suppliers will increasingly rely on HBM4 and data center DRAM to lift overall profitability.
Revenue Mix: While HBM has high unit prices, its revenue contribution share faces shifts due to rising standard DRAM.

Table of Contents

HBM Market Dynamics and Forecast
Supply and Demand Outlook
Price Trend and Revenue Contribution

<Total Pages: 18>

HBM Shipment Bits and Annual Growth Rate

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