Research Reports

Research Reports

HBM Industry Analysis－2Q24

Last Modified

2024-07-29

Update Frequency

Quarterly

Format

PDF

Overview

Traditional DRAM computability can no longer fulfill the performance need of modern applications alongside the growth of demand for data processing and the increase of databases...

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

2024/11/14

Semiconductors

EXCEL
NAND Flash Monthly Datasheet Nov. 2024

2024/11/14

Semiconductors

EXCEL
Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

2024/09/30

Semiconductors

PDF
DRAM Industry Analysis－3Q24

2024/08/30

Semiconductors

PDF
DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

2024/11/11

Semiconductors

PDF
CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

2024/09/13

Semiconductors

PDF

HBM PackageRelated Reports

SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

2024/11/11

AI Server/HBM/Server

PDF

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

2024/10/03

AI Server/HBM/Server

PDF

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

2024/09/25

DRAM

PDF

HBM Market Dynamics and Forecast - 3Q24

2024/08/30

AI Server/HBM/Server

PDF

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

2024/08/06

AI Server/HBM/Server

PDF

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

2024/05/13

DRAM

PDF

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HBM Industry Analysis－2Q24

Overview

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

HBM PackageRelated Reports

SK hynix Introduces HBM3e 16hi, Boosting Maximum Bit Capacity to 384GB

NVIDIA’s Blackwell Ultra to Rename to B300; Stronger Adoption for CoWoS-L GPUs Projected in 2025 to Actuate Expansions of HBM3e 12hi and Liquid-Cooling Solutions

Manufacturing of HBM3e 12hi Products Requires Overcoming Learning Curve for Yield Rate and Challenges Related to Qualification; Uncertainty Remains over HBM Supply Surplus Risk in 2025

HBM Market Dynamics and Forecast - 3Q24

NVIDIA Plans to Launch B200A Chip to Diversify Its Offerings and Increase Customers’ Interest; This Will Also Further Expand Share of HBM 12hi in Overall HMB Procurement Next Year

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

Download Report

USD $20,000

Membership

Spotlight Report

DRAM Monthly Datasheet Nov. 2024

NAND Flash Monthly Datasheet Nov. 2024

Memory Price Forecast for 4Q24 – Buyers Will Be Passive as They Prioritize Inventory Reduction, Thereby Impeding Contract Price Increases

DRAM Industry Analysis－3Q24

DRAM Output Projection for 2025 Has Undergone Upward Revisions Due to Weak Demand Outlook, Rising Inventory Levels, and Potential of TSV Capacity Being Shifted away from HBM Production

CXMT Exacerbates Competitions in China’s Mobile DRAM Market; DDR4 & LPDDR4X Prices Dragged by Sluggish Consumer Demand

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