Research Reports

Research Reports

HBM Market Bulletin - Jul. 16, 2025

Last Modified

2025-07-16

Update Frequency

Monthly

Format

PDF

The three main HBM suppliers are enhancing technology and customization to meet AI-driven demands, with growth in collaboration expected.

The main HBM suppliers focus on improving HBM4 product yield and accelerating validation with advanced process nodes and strategic partnerships.
AI chips drive HBM innovations for real-time, low-power data transfer, leveraging customization in capacity and interface design.
Collaboration with foundries enables flexible process choices tailored to customer requirements.
The outlook for customized HBM is positive, with mass production dependent on technical maturity and further integration of the supply chain

HBM Base Die Foundry Supply Overview