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Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Last Modified

2024-04-30

Update Frequency

Aperiodically

Format

PDF

Overview

According to the research conducted by the global market intelligence firm TrendForce, shipments of HBM products have been climbing since 2023 due to the strong growth in AI-related applications...

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Prices Are Likely to Rise for 2025 HBM Contracts as Demand Outlook for HBM Is Bright and Suppliers Want to Avoid a Crunch in the Allocation of Production Capacity

Overview

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

AI Server PackageRelated Reports

With the Expansion of HBM Supply and Introduction of Next-Generation Memory Products for Various Applications, the Allocation of Production Capacity Based on Advanced Processes Will Be Critical for DRAM Suppliers

2024 AI Server and HBM Market Dynamics and Forecast

NVIDIA Aggressively Promotes Total Solution GB200 among CSPs with Expectation of a Breakthrough in This Market Segment; HBM3e Will Gradually Become Mainstream from 2H24 Onward

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

HBM Supply Bits Are Projected to Increase by 260% YoY for 2024 as AI-related Demand Drives Competition over the New Memory Technology; Focus Is Now on Progress in Production of HBM3e Products

Download Report

USD $40,000

Membership

Spotlight Report

DRAM Monthly Datasheet May 2024

NAND Flash Monthly Datasheet May 2024

DRAM Contract Price Apr. 2024 (update)

Update on the Earthquake in Taiwan on April 3rd and Its Impact on Local DRAM and Foundry Industries

Updates on Latest Status of Foundries and DRAM Suppliers after 403 Earthquake in Taiwan

Memory Price Forecast for 2Q24 – Suppliers Are Still Determined to Raise ASPs as Their Capacity Utilization Rates Climb, but Transaction Volume Is Expected to Shrink Further Due to Low Demand Visibility

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