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bestroulette| NVIDIA GB200 volume increases HBM: 2025 DRAM may face the challenge of tight supply
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[TrendForce warns of surge in HBM production capacity or DRAM supply shortage] TrendForce Group ConsultingbestrouletteResearch pointed out that with NVIDIA's GB200 chips expected to be launched in bulk in 2025 and equipped with HBM3e192/384GB specifications, it indicates that HBM's production is expected to double.
In addition, following the accelerating pace of HBM4 research and development, each manufacturer will give priority to HBM in its capacity planning, assuming that investment has not increased significantly. This may cause DRAM products to face the dilemma of short supply.
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Category： Economics
Title： bestroulette| NVIDIA GB200 volume increases HBM: 2025 DRAM may face the challenge of tight supply
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