By the end of 2024, the DRAM industry is expected to have allocated approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%, says TrendForce svp Avril Wu.
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.
The die size of HBM is generally 35–45% larger than DDR5 of the same process and capacity (for example, 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) is 1.5 to 2 months longer than DDR5.
HBM has a longer production cycle than DDR5 – over two quarters from wafer start to final packaging.
Samsung’s total HBM capacity is expected to reach around 130K (including TSV) by year-end; Hynix’s capacity is around 120K.
Abonnieren fuer regelmaessige Marktupdates.
Bleiben Sie auf dem neuesten Stand der Branchentrends, indem Sie unseren Newsletter abonnieren. Unser Newsletter ist Ihr Zugang zu erstklassiger Marktexpertise.
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5 and high-bandwid
Japan's push to revive its semiconductor manufacturing is hitting speed bumps as major manufacturers expressed cautiousness over operation or expansion amid weak demand outside of AI.According to
The global semiconductor manufacturing industry entered 2025 with typical seasonal patterns. However, looming tariff threats and evolving supply chain strategies are expected to create atypical season
At the TSMC Technology Symposium 2025 on May 15 in Hsinchu, Taiwan, T.S. Chang, VP of Advanced Technology and Mask Engineering at TSMC, announced the company's accelerated fab expansion plans. Pre
Chinese listed semiconductor equipment and materials companies released their 2024 annual financial reports in late April, revealing strong revenue growth but a decline in overall profitability. Despi
The Semiconductor Industry Association (SIA) reports that global semiconductor sales reached USD 167.7 billion in the first quarter of 2025, marking an 18.8% increase compared to the same period last
