포괄적 D램 점유율
삼전 - 40%
하이닉스 - 29%
마이크론 - 25%
HBM(고대역폭 메모리) 점유율
*쉽게 말해 요즘 AI등에 쓰이는 고성능 D램
sk하이닉스 - 55%
삼전 - 41%
마이크론 - 3%
https://www.yolegroup.com/press-release/dram-an-industry-in-full-flight/
DRAM: an industry in full flight
Generative AI and High Bandwidth Memory (HBM) fuel DRAM market growth. OUTLINE The HBM market has the potential to grow to US$14 billion in 2024. Yole Group expects HBM revenue growth to continue with a CAGR23-29 of ~38%, reaching about US$37.7 billion in
www.yolegroup.com
https://semiwiki.com/forum/index.php?threads/hbm-market-set-to-soar-to-14b-in-2024-driven-by-generative-ai-and-hpc.19598/
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