10/02/2024, 04:39 PM UTC
HBM推动内存收入激增，市场其他部分表现低迷——Sourcengine提前期报告结论Sourcengine Leadtime Report
➀ 预计HBM将占据DRAM单元的10%，但因其更高的平均售价（ASP）而获得30%的收入；➁ Sourcengine报告称，HBM的供应已预订至2025年底，但关于明年可能出现短缺或过剩的看法存在分歧；➂ 标准DRAM ASP较低，可能要到2025年下半年才会改善。➀ HBM is expected to take 10% of the DRAM units but 30% of the revenues due to its higher ASP; ➁ Sourcengine reports that HBM supply is booked out to the end of 2025, with conflicting views on a potential shortage or oversupply next year; ➂ Regular DRAM ASPs are low and may not improve until H2 2025.
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