机构:2024全年HBM供给位元年增预估高达260%,产能将占DRAM产业14%

机构:2024全年HBM供给位元年增预估高达260%,产能将占DRAM产业14%

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机构:2024全年HBM供给位元年增预估高达260%,<a href=抖客网,产能将占DRAM产业14%" src="http://stock.10jqka.com.cn/20240318/data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAKwAAACsCAMAAADR77fqAAADAFBMVEUAAADnABfyAAz/AADmABPlABLlABDkAA3/AAD/AADfAB/mABHlABLkABLjABLpABXoAAvlABLnABHkABHlABDiABDoABLmABLkABLmABDlABHjABPlABDhABLpABHlABHkABHkABLlABHlABHkABHkABDdABHkABHlABPlABHkABLkABLnABPlABngABLlABLMAADkABLlABHoABLwAB7mABLlABHmABLmABHeABLjABbjABHlABLdAAvnABLjABLhAA7lABLuABPkABLmABHkAA/lABHmABLkABHiABHqABLlABPkABDmABLlABLoABDlABDmABHjABH/AFXjABLkABHmAA/lABHkABLhABHmABLlABLxABrgABTkABHmABLmABG/AADlABHlABL/AD/dABbkAA/mABHmABLlABLmABHjABPkABLnABHkABPlABLkABPmABHjABLfAB/lABLkABLkABDjABTlABLpABPmABHsABLkABHnAA/jABLhABTkABPkABHjABHnABLjABHlABHkABHpABLkABH+ABPoABLiABKqAADjABLmABLlABDnABLpAADlAAzkABLkABHlABPhABHmABH/AADmABLlABLfABLQABfsABLjABL+ABfjABLlABHkABHvABPhABPmABHlAA/jABDaACTkABLmABDnABLjABHsABLlABPmABHUACroABbkABHkABLiABPrABPiABLlABHhABDkABHmABLkABHoABLlABHpABXiABLnABLqABLkABDjABTmABLmABLkABLqABTkABPhABblAA/kABLjABHlABHmABTaAADnAA/pABXmABjtABHmABHlABLjABLlABLkABHkABLlABHlABHkABHkABF/AADiAA7iABHkABDgAA/kABLjABHkABLhABHnABLmABT3ABTwABP0ABTrABPnABPqABP0ABPpABLsABLuABPqABLmABLlABLoABLwABLkABLrABLtABPxABPvABPnABIAAAD/8MKSw4AAAA6XRSTlMAChQEXI08EgACCPX34Y0kFtv551pqte39pWRAmVQ859fTycfbtx5yn9vVw9cKKv0EYNVEEHq/6bk2LoW1FmDDIm77o0owvSjJWM+DasWnTk5m6QJ481KdYirvqxIYu4flBOXdBBZESM3vdELbLK+xQsftEPlUiSTR/fsczSCVMnS5oeGBOqNGVgw4UALFUpc2DBSHryhWrwazbFIK+c8KcPeF1xqdUC4G7x7rnQ5acgYWob00GmLhTsvX9e2VDBr9+XxKudPtGIciMqvPgUoGQhgoHIXjx0aTuemx66sCEiy1IH71RHK5Mo8YkeIAAAWUSURBVHic7dl3dBRVFAfgF2Jkd61IEIwFFRVBY4zYNfYQS1BjDWJDUcQaFTSKEcUuRRQRu9ixxq4RBQv2rtgL9q4kkllJZBlnZnfNnOvvvje7Z6KTc+79Y2d23nv3fvexu7MblN2FQv3fgFxCsJ0VHnaJJrLjdGE+c/zzuDGdQ7CC9WNpIZqYu46S5pMzyBrBCpZiaVHT0TSGinLNBXEIVrBBsbo5HIZeo3m4ZgQr2LCwCMUBdI2geoIVbL5YVEBXnJu3hAQFc82ZHIIVrJ3jD8b/4qhzCFawdsA/zNGkaEx3TudzWFMIVrAUS1/Q9IWfCwphUD76RqK5/dcEK1iERcmCArhGUEMmJDoKVrB+rKkYbYAroougTaHmBCtYP5YiuASoABoLksu0Ds0RrGBtzU2BLjRh0FzuHDVrk0DNClawNrkp6HA6oK5ZNMaN69YLVrAIyyVFCel1lJwDc1C6AbSeYAVrB/gio2tG1wQHoGMoB+cQrGApVjcRnWfnKnMYG9ddE2yXxBZ0K+w8LJcAQVEiKluqaOnu5JL2xmECZ5+HjY3FlUosk1p2ueVXiDZ2xR4rLf7LifZUz+JeK/fus0rJqqutHlXsGm1tfddca+1+6yxaV6n1+q8/YOAGf25YGjaWTqSTaEIaGexGybKN4zGlyjcZ5D3fdDNr8y223CqNRU1yG4Rqh43dOpXyjttsW+Edtxuw/Q477rRzFLG7DGxdmKx0zwYXx91DVfuuzjbvtvsekcNWD2ndc6+9e9S4sH32dR/32/8Az6wOrO0eJpaGCU+PKj70oIXDDo4dcuhhru5w92H4EUeOSL86jio6WvH/n42AqFZ42JHHjDrWdR13vPNwwonu6Um1BdnP2MLSSGHrTj6lxGWdOtp5GHOa83B6/T/WjjdYNLCq6owzx7qmsxqUOnucUuec61l7xcPHUhCH4hpyMOP7nJdwDuf3VxdcGCu46OJLXOGlf0yYSO9gCKqLzsBOslomO9s48rJYSZGaUn25C7xiasuV0yKIndJcf9WC6Updfc24a6+7fmz6X3/YDVbbjdHD3jTj5lvit/5+m1K3j7njzplpX+KuxVbqt7vDxgZdwDWiqu+59z418/6+Naq4seKBNO/Bh361LKv14Uc6sNx6brP+tSmhYOt/edQVPfZ45dAnsh8ATUnLjfYnh0cMO+sp725VUPP07MrML5o5o9s8bPMzVRHD/vxsXcwjPvd89oN1bspKR/KFwlCxKBFdxKG9JC/+NKTR29GXXn4lbZ09K2O1FpXNUb4fjBSL8nH1w8GOePW118veePMtpRre9l6i6h33zZW0kq3O8d1oYZ2IvTdv7vsffOicpLf2o+bmUR9/8ulnqZbPv4gcVqn5XxZ91VT7deY1O216v28Gffvd900/KhCxSIIes5d7/hyNb98amNd9sOrYt6C8Q3+Oxi3AVzQRkLGOveCySXdMqfl9b17zog01onsziZKE4lE1LEowsMGSWQzERCrvalwNeiYYCONpQj/fG4sb6x/kJ7rEqEjN2bC6JoSrGAplg6iAvTclByt1+FQXlpXsIK1wRcZHZ5LrFuL5viDG0cbIVjB2swfOVAxXVPcHFMT3Fw6JxuCFayt+fLNJeGKITwCcTVMcwQrWIpFi+lCDsc1jK6bYMgiWMFyWB0CJeeScnO5ZlEOVFOwgjVhTRA6j1sfBIvy0RyCFazNfPlGBbhENCEa1zWcy2YJVrA2+PLNIfIpgubTtdw12rxgBUuxFMVdD4LNJQ9aw+UXrGApli5GRw5I16HnQeHcfMEKNlesqTBqBuU1Neof988XrGBzwaJzWjiXBikUwWkewQqWYjkAQnIN0vVoDD03NSdYwVIsF6gImkPHOAjKhZpD6wQrWDvgH+aiEoLtrOhS2L8Bj9kJn94kHCkAAAAASUVORK5CYII=">

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  据TrendForce集邦咨询预估,截至2024年底,整体DRAM产业规划生产HBM TSV的产能约为250K/m,占总DRAM产能(约1,800K/m)约14%,供给位元年成长约260%。此外,2023年HBM产值占比之于DRAM整体产业约8.4%,至2024年底将扩大至20.1%。

机构:2024全年HBM供给位元年增预估高达260%,产能将占DRAM产业14%

  以HBM及DDR5生产差异来看,其Die Size大致上较DDR5同制程与同容量(例如24Gb对比24Gb)尺寸大35~45%;良率(包含TSV封装良率),则比起DDR5低约20~30%;生产周期(包含TSV)较DDR5多1.5~2个月不等。

  HBM生产周期较DDR5更长,从投片到产出与封装完成需要两个季度以上。因此,急欲取得充足供货的买家需要更早锁定订单量,据TrendForce集邦咨询了解,大部分针对2024年度的订单都已经递交给供应商,除非有验证无法通过的情况,否则目前来看这些订单量均无法取消(non-cancellable)。

原标题:【机构:2024全年HBM供给位元年增预估高达260%,产能将占DRAM产业14%
内容摘要:用微信扫描二维码 分享至好友和朋友圈 QQ空间 扫一扫 用微信扫描二维码 分享至好友和朋友圈 据TrendForce集邦咨询预估,截至2024年底,整体DRAM产业规划生产HBM TSV的产能约为250K/m,占总DRAM产 ...
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