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Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Last Modified

2025-05-09

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Aperiodically

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PDF

Overview

As the demand for AI servers continues to climb, CSPs choose to increase capital expenditure despite facing inflationary pressure following the announcements of tariffs by the US government...

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Advancement to HBM4 Will Entail Higher Costs with Price Premium Estimated to Exceed 30%

Overview

Spotlight Report

DRAM Monthly Datasheet Jun. 2025

NAND Flash Monthly Datasheet Jun. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

NAND Flash Contract Price Mar. 2025

HBM PackageRelated Reports

HBM Market Dynamics and Forecast - 2Q25

Hybrid Bonding Technology Heralds a New Era in Advanced Semiconductor Packaging

Top 10 Global OSAT Companies in 2024—Mature Leaders Stay Strong While New Regional Forces Emerge

NVIDIA Announced Next-Gen B300, Rubin, and Vera at GTC 2025; Shift from GB NVL72 to VR NVL144 and Rubin Ultra NVL576 to Advance Memory, Liquid-Cooling, and CPO Communication Network

HBM Market Dynamics and Forecast - 1Q25

Latest US Rules Targeting Direct Export of HBM Will Hinder Development of ASICs in China

Download Report

USD $20,000

Membership

Spotlight Report

DRAM Monthly Datasheet Jun. 2025

NAND Flash Monthly Datasheet Jun. 2025

Tariff Risks Suppress Momentum of Investments and Consumer Demand; 2025 Global Market Outlook for End-Products Has Been Revised Downward

DRAM Contract Price Mar. 2025

Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

NAND Flash Contract Price Mar. 2025

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