We are presenting this week on HBM market, Pricing and Costs
HBM Memory Future: Technology, Cost, and Market Size
DRAM-302-1: HBM: DRAM's Bright Future. Thursday 8/7 9:45
We will show HBM market growth predictions and Scenarios, Technologies and Costs. Also show how to detect and respond when the market corrects and the hype turns negative
Some Key Points:
1) Market has grown 100% CAGR in 2024 and 2025 to $33B in Revenue
2) CAGR will slow to 20% for next two years and then grow at longer term rate of 25%
3) With capacity additions the market dynamic will change from severe shortage to more sufficient
4) Gross Margins for HBM currently in 70% range
5) Costs will increase due to technology on HBM4 but that increase will be offset somewhat with improvements in manufacturing and scale
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