<div class="figure-img" data-ke-type="image" data-ke-style="alignLeft" data-ke-mobilestyle="widthOrigin"><img src="https://t1.daumcdn.net/cafeattach/1JmwR/9487f09f5a9f8b1c56b61a96b5e64758a5aa9bb3" class="txc-image" data-img-src="https://t1.daumcdn.net/cafeattach/1JmwR/9487f09f5a9f8b1c56b61a96b5e64758a5aa9bb3" data-origin-width="954" data-origin-height="452"></div><p>글로벌 3대 메모리 제조사의 최신 동향 개요 <br><br>2023년 시장의 주류 HBM은 HBM2e. AI 가속기 칩의 진화하는 수요를 충족하기 위해 다양한 제조업체는 2024년에 HBM3e와 같은 신제품을 출시할 계획이며, HBM3 및 HBM3e가 시장 표준이 될 것으로 기대 <br><br> HBM3e의 진행 상황을 보면 Micron은 7월 말까지 NVIDIA에, 8월 중순에는 SK 하이닉스, 10월 초에는 삼성이 8hi(24GB) 샘플을 제공 <br><br>HBM4의 경우 2026년에 출시될 가능성.  더 높은 컴퓨팅 성능에 대한 추진으로 HBM4는 현재 12단(12hi) 스택에서 16단(16hi) 스택으로 확장될 예정이며 이에 대한 수요가 촉진될 예정. 새로운 하이브리드 본딩 기술. HBM4 12hi 제품은 2026년 출시될 예정이며, 16hi 모델은 2027년에 출시될 예정입니다. <br><br>- 삼성전자는 천안공장에 HBM 대규모 생산 전용 패키징 라인을 신설할 계획. 회사는 언급된 자산 및 장비 인수를 위해 이미 10조 5천억 원을 투자했으며, 추가로 7천억~1조원을 투자. <br><br>- Micron의 대만 Taichung Fab 4는 2023년 11월 초 공식적으로 개장.  고급 프로빙 및 패키징 테스트 기능을 통합하여 HBM3e 및 기타 제품을 대량 생산함으로써 인공 지능과 같은 다양한 애플리케이션에 대한 증가하는 수요를 충족할 것. 회사는 2024년 초에 HBM3e 출시를 시작할 계획. <br><br>- SK하이닉스는 2023년 D램 부문에서 주력 제품인 DDR5 D램과 HBM3의 매출이 전년 대비 각각 4배, 5배 이상 성장.  고성능 D램 수요에 맞춰 AI 애플리케이션용 HBM3e 양산과 HBM4 연구개발도 원활하게 추진할 예정. <br><br><a href="https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/" target="_blank" class="ke-link">https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/</a><br><br></p><div class="figure-open" contenteditable="false" data-ke-type="opengraph" data-ke-align="alignCenter" data-og-type="website" data-og-title="[News] Overview of the Latest Developments from the Top Three Global Memory Manufacturers | TrendForce Insights" data-og-description="Amid the AI trend, the significance of high-value-added DRAM represented by HBM continues to grow. HBM (High Bandwidth Memory) is a type of graphic..." data-og-host="www.trendforce.com" data-og-source-url="https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/" data-og-url="https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/" data-og-image="https://scrap.kakaocdn.net/dn/djtAsB/hyVb9gsTNb/eCL5IVkAFJR09r25obbJQK/img.jpg?width=624&height=364&face=0_0_624_364,https://scrap.kakaocdn.net/dn/TmCP4/hyVcfVhslG/KAXBq5phqvdKqpQUoTKLkk/img.jpg?width=624&height=364&face=0_0_624_364,https://scrap.kakaocdn.net/dn/cDfYqH/hyVcbFkXyt/VrsPa0wohuj6xkX99o8se1/img.png?width=954&height=452&face=0_0_954_452"><a href="https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/" target="_blank" data-source-url="https://www.trendforce.com/news/2024/01/30/news-overview-of-the-latest-developments-from-the-top-three-global-memory-manufacturers/"><div class="og-image"><img src="https://scrap.kakaocdn.net/dn/djtAsB/hyVb9gsTNb/eCL5IVkAFJR09r25obbJQK/img.jpg?width=624&height=364&face=0_0_624_364,https://scrap.kakaocdn.net/dn/TmCP4/hyVcfVhslG/KAXBq5phqvdKqpQUoTKLkk/img.jpg?width=624&height=364&face=0_0_624_364,https://scrap.kakaocdn.net/dn/cDfYqH/hyVcbFkXyt/VrsPa0wohuj6xkX99o8se1/img.png?width=954&height=452&face=0_0_954_452" alt="" xxonerror="this.src="//img1.kakaocdn.net/thumb/C200x200/?fname=https%3A%2F%2Ft1.daumcdn.net%2Fcafe_image%2Fcafe_meta_image_190529.png""></div><div class="og-text"><p class="og-title">[News] Overview of the Latest Developments from the Top Three Global Memory Manufacturers | TrendForce Insights</p><p class="og-desc">Amid the AI trend, the significance of high-value-added DRAM represented by HBM continues to grow. HBM (High Bandwidth Memory) is a type of graphic...</p><p class="og-host">www.trendforce.com</p></div></a></div><p> </p><p><span data-ke-size="size14">*** 본 정보는 투자 참고용 자료로서 그 정확성이나 완전성을 보장할 수 없으며, 어떠한 경우에도 법적 책임소재에 대한 증빙자료로 사용될 수 없습니다.</span></p><div class="table-wrap"><table data-ke-type="table" data-ke-align="alignLeft" style="width: 100%; height: 75px;" border="1" data-ke-style="style13"><tbody><tr style="height: 75px;"><td style="width: 756px; height: 75px; text-align: center;"><a href="https://thebull.kr/reference" target="_blank" class="ke-link"><span style="color: #ee2323;" data-ke-size="size26"><b>'돈' 잃지 마라! '돈'을 지켜라! 그리고 '돈'을 불려라!</b></span></a></td></tr></tbody></table></div><p> </p>
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