English
Русский
German
French
Spanish
Portuguese
Italian
Japanese
Polish
Turkish
Home
Products
Feedback
About Us
Contact Us
Recycling
Inquiry
English
en
Русский German French Spanish Portuguese Italian Japanese Polish Turkish
Inquiry (0)
Home
Products
Feedback
About Us
Contact Us
Recycling
Inquiry
Industry News
Home > Industry News

HBM demand soars as Samsung, SK Hynix invest over 2 trillion won in aggressive production expansion

Views : 27
Update time : 2023-08-03 14:10:34
        The rapid development of ChatGPT generative artificial intelligence since last December has increased demand for high-performance DRAM, or high-bandwidth memory (HBM), capable of handling large-scale data, which can increase data capacity and speed by more than ten times compared with conventional DRAM, Businesskorea reported.
 
 
        Industry sources revealed that storage semiconductor companies such as Samsung Electronics and SK Hynix are pushing for the expansion of HBM production lines. The two companies plan to invest more than 2 trillion won by the end of next year to more than double the current capacity of the HBM production line.SK Hynix plans to utilize the unused space in the Cheongju plant after the existing HBM production base in Icheon. Samsung Electronics is considering expanding its core HBM production line in Cheonan, Chungcheongnam-do, which is home to the advanced packaging team under the Device Solutions division. 
        Demand for HBM in gigabytes (GB) is expected to surge by 60 percent from 181 million GB in 2022 to 290 million GB in 2023, market research firm TrendForce said. it is projected to increase by another 30 percent in 2024 compared to 2023. 
        The latest "HBM3" is understood to have a total capacity of 12 times that of the latest DRAM product, GDDR6, and about 13 times the bandwidth.According to the report, customers and HBM manufacturers usually discuss product development for more than a year and produce customized products. NVIDIA recently received HBM2E and HBM3 from SK Hynix, which were also jointly developed 1-2 years ago. 
        HBM is thawing the memory semiconductor market. While Samsung and SK Hynix have yet to reveal specific HBM pricing, the latest 4th generation product, HBM3, is said to be about 5-6 times the price of the latest legacy DRAMs. That's why HBM shipments this year accounted for only 1.7% of total DRAM shipments, but the proportion of its sales reached 11%. 
        However, to become a real "cash cow", the industry pointed out that they need to further increase HBM production and reduce production costs. A professor of semiconductor research at a metropolitan area university said, "The more DRAMs are stacked, the lower the yield and the higher the cost," and "they must also overcome the limitations of 'generative AI servers' as the only source of demand. The more cascading DRAMs, the lower the yield and the higher the cost," and "they also have to overcome the limitations of 'generative AI servers' as the sole source of demand.
 
Previous :
Next :
Related News
Read More >>
STMicroelectronics STM32C031K6T6 - Microcontrollers STMicroelectronics STM32C031K6T6 - Microcontrollers
Feb .11.2025
The STM32C031K6T6 is a microcontroller optimized for high-speed and low-voltage operations, providing excellent performance for industrial control systems, home automation, smart energy meters, diagnostic equipment, sensing applications, security systems,
How to Identify Legitimate Sellers When Purchasing Electronic Components Online？ How to Identify Legitimate Sellers When Purchasing Electronic Components Online？
Dec .31.2024
Purchasing electronic components online is different from buying clothes online. One needs to understand various aspects. When shopping online for electronic components, one must have a basic knowledge of electronic components and know how to distinguish
Development Directions and Innovation Trends of the Electronic Components Market in 2025 Development Directions and Innovation Trends of the Electronic Components Market in 2025
Dec .31.2024
With the continuous progress of science and technology and the development of the global economy, the electronic components industry has shown a rapid development trend in recent years. From consumer electronics to industrial automation, from automotive e
Resistance Thermometer Temperature Sensors Resistance Thermometer Temperature Sensors
Dec .31.2024
A resistance thermometer is a common temperature sensor that measures temperature by utilizing the property that the resistance of materials changes with temperature. Resistance thermometers are widely used in various fields, including industrial control,
Email