10/17/2024, 10:40 AM UTC
2025年HBM产量增加有限，供应将更加紧张Limited HBM Production Increase and Tightening Supply in 2025
<p>➀ 2025年HBM产量预计将有限，导致供应更加紧张。</p><p>➁ 原因包括HBM生产能力的调整、40%晶 圆尺寸罚金的自定义趋势以及三星和美光HBM3E 12hi和HBM4的低产量。</p><p>➂ 预计供需比将进一步收紧至-5%，相比之前的-1%，SK海力士预计将成为主要受益者。</p><p>➀ The increase in HBM production in 2025 is expected to be limited, leading to a tighter supply.</p><p>➁ The reasons include adjustments in HBM production capacity, customization trends with a 40% die size penalty, and low yield of HBM3E 12hi and HBM4 from Samsung and Micron.</p><p>➂ The supply-demand ratio is expected to tighten further to -5% compared to the previous -1%, with SK Hynix expected to be a major beneficiary.</p>
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