4月8日消息,随着英伟达(NVIDIA)B300芯片即将出货,将有望带动高频宽内存(HBM)市场需求。美光近期已经将2025年HBM市场规模从300亿美元上修至350亿美元,预计全年需求容量达22.5亿GB,以每颗HBM3e-12Hi提供36GB计算,需求量至少高达6,250万颗。市场分析师指出,HBM出货通常领先CoWoS产能建设一季,350亿美元目标具有可能性。此外,HBM3e-12Hi版本将...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.