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[TrendForce warns of a surge in HBM production capacity or a DRAM supply shortage] Research by TrendForce Group Consulting pointed out thatapplearcadefreetrialAs NVIDIA's GB200 chip is expected to be available in bulk in 2025applearcadefreetrial, equipped with HBM3e192/384GB specification, indicates that HBM's output 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.