10/21/2024, 08:40 AM UTC
爆炸性的HBM需求预计推动DDR5价格上涨20%!Explosive HBM Demand Expected to Push DDR5 Pricing Up by 20%!
<p>➀ 由于AI服务器需求的激增，HBM需求正在快速增长，美光和SK海力士已宣布2024年和2025年的HBM供应已售罄。</p><p>➁ TrendForce分析师预计，明年HBM内存的价格将上涨5%至10%，DDR5预计将上涨15%至20%。</p><p>➂ HBM比标准的DRAM贵得多，大约是DDR5的5倍，但其性能和容量优势证明了更高的成本是合理的。</p><p>➀ The demand for HBM is rapidly growing due to the surge in AI server needs, with supply for 2024 and 2025 already sold out by Micron and SK Hynix.</p><p>➁ TrendForce analysts predict a 5% to 10% increase in HBM memory prices next year, with DDR5 prices expected to rise by 15% to 20%.</p><p>➂ HBM is much more expensive than standard DRAM, about five times the cost of DDR5, but its performance and capacity advantages justify the higher cost.</p>
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