一般型 DRAM 单独和计入 HBM 的整体合约价都会出现下跌。 图源 TrendForce 集邦咨询 具体来看 2024 年全球 DRAM 原厂自有品牌内存营收，最明显的趋势 ...

这主要得益于其高利润的HBM产品，该公司在这一领域几乎形成了垄断。 综合考虑各因素，TrendForce预计2025年全行业DRAM比特产出将增长25%。然而 ...

而NVIDIA （英伟达）B200、B300系列带动HBM需求逐季攀升，增添原厂产能调度的挑战。TrendForce集邦咨询估计，2025年第二季DDR5价格止跌，而DDR4跌幅将低于 ...

November 29, 2023-- TrendForce’s latest research into the HBM market indicates that NVIDIA plans to diversify its HBM suppliers for more robust and efficient supply chain management. Samsung’s HBM3 ...

【TrendForce：三星、美光、SK海力士提高先进制程投片与资金投入 HBM生产顺序最优先】《科创板日报》20日讯，TrendForce最新研究指出，三大原厂（三星 ...

TrendForce notes that the 1H18 top ten ranking of foundries remains almost the same as a year ago, except for X-Fab surpassing Dongbu HiTek and ranking the 10th. The weak demand from smartphones has ...

Moreover, a research firm, TrendForce ... its quarterly earnings at $1.42 per share while forecasting revenues to reach $7.9 billion today after market hours. The semiconductor sector holds ...

Samsung Electronics noted that D램 shipments decreased due to inventory impacts in PCs and smartphones, and that HBM shipments ... and captured a market share of 22.4%. TrendForce predicted ...

The U.S., which has been actively expanding its advanced semiconductor capacity, is projected to hold 22% of the global market share by 2030. TrendForce notes that TSMC first announced plans for ...