2024 Si prevede che si raggiungerà la crescita in termini di bit di fornitura della HBM 260%, Trucco 14% dell'industria delle DRAM

TrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit-growth of around 260%. Additionally, HBM’s revenue share within the DRAM industry—around 8.4% in 2023—is projected to increase to 20.1% by the end of 2024.

HBM supply tightens with order volumes rising continuously into 2024

Wu explains that in terms of production differences between HBM and DDR5, the die size of HBM is generally 35-45% larger than DDR5 of the same process and capacity (per esempio, 24Gb compared to 24Gb). The yield rate (including TSV packaging) for HBM is approximately 20-30% lower than that of DDR5, and the production cycle (including TSV) è 1.5 a 2 months longer than DDR5.

Buyers eager for sufficient supply will need to lock in their orders earlier thanks to HBM’s longer production cycle of over two quarters from wafer start to final packaging. TrendForce has learned that most orders for 2024 have already been submitted to suppliers and are non-cancellable unless there are failures in validation.

Samsung and SK hynix have the most aggressive HBM production plans by the end of this year. Samsung’s total HBM capacity is expected to reach around 130K (including TSV) by year-end; SK hynix is around 120K, though capacity may vary based on validation progress and customer orders. Regarding market share for current mainstream HBM3 products, SK hynix holds over 90% of the HBM3 market, while Samsung is expected to closely follow with the gradual release of AMD’s MI300 over the next few quarters.