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Micron Ships HBM4 to Key Customers to Power Next-Gen AI Platforms

06/11/2025 | Micron
The importance of high-performance memory has never been greater, fueled by its crucial role in supporting the growing demands of AI training and inference workloads in data centers. Micron Technology, Inc.,  announced the shipment of HBM4 36GB 12-high samples to multiple key customers.

HBM4 Raises the Bar on Manufacturing Complexity, Premium Expected to Exceed 30%

05/22/2025 | TrendForce
TrendForce's latest findings reveal that demand for AI servers continues to accelerate the development of HBM technologies, with the three major suppliers actively advancing their HBM4 product roadmaps.

Cadence Enables Next-Gen AI and HPC Systems with Industry’s Fastest HBM4 12.8Gbps IP Memory System Solution

04/21/2025 | Cadence Design Systems
Cadence announced the industry’s fastest HBM4 12.8Gbps memory IP solution, which meets the increasingly higher memory bandwidth needs of SoCs targeted for the next generation of AI training and HPC hardware systems.

Server DRAM and HBM Continue to Drive Growth, 4Q24 DRAM Industry Revenue Increases by 9.9% QoQ

02/28/2025 | TrendForce
TrendForce’s latest research reveals that global DRAM industry revenue surpassed US$28 billion in 4Q24, marking a 9.9% QoQ increase. This growth was primarily driven by rising contract prices for server DDR5 and concentrated shipments of HBM, leading to continued revenue expansion for the top three DRAM suppliers.

Worldwide Semiconductor Revenue Grew 18% in 2024

02/03/2025 | Gartner, Inc.
Worldwide semiconductor revenue in 2024 totaled $626 billion, an increase of 18.1% from 2024, according to preliminary results by Gartner, Inc. Revenue is projected to total $705 billion in 2025.
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