NuAxiSemiconductor trade intelligence
HBM could take nearly 30% of DRAM wafer capacity next year, up from about 20% now, says #Samsung EVP Kim Taewoo. With #HBM and conventional #DRAM comp...
What happened
Samsung EVP Kim Taewoo forecasts HBM will consume nearly 30% of DRAM wafer capacity by 2027, up from 20% currently. This capacity shift intensifies competition for production resources, tightening supply for conventional DRAM.
Impact and signal
High impactImpact score: 90/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 9/29/2026 · View original source
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