HBM Market Forecast and Current Facts

 

HBM Revenue Model Key Facts:

• HBM Bits are <5% of DRAM Bits Today
• HBM Revenue is <10% of DRAM Revenue Today
• HBM Price/bit is >5x  of DDR4/DDR5 DRAM
• HBM Cost/bit is >3x of DDR4/DDR5 DRAM
• Today's Market is supply constrained, sole source per project, little price competition
• Tomorrow's will be price competition, aggressive moves to obtain market share

Call or text to set up meeting to discuss how the market will change over time, who will win, and why each of the three major DRAM suppliers is in a completely different starting position 

We are at IEDM in San Francisco Dec 10-13. Call or text to meet in person or set up a zoom call.

Mark Webb

www.mkwventures.com