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TrendForce: The new specifications of HBM4 raise manufacturing thresholds, with expected premium exceeding 30%.
Jin10 data May 22 news, according to the latest research by TrendForce, the development of HBM technology is driven by the demand for AI servers, and the three major manufacturers are actively promoting the progress of HBM 4 products. Due to the increase in the number of I/O (input/output interfaces) for HBM 4, complex chip designs have resulted in an increase in wafer area, and some suppliers have changed to a logic chip architecture to improve performance, all of which have raised costs. Considering that the premium ratio for HBM 3e at its launch was about 20%, it is expected that the premium for HBM 4, which has a higher manufacturing difficulty, will exceed 30%.