{"id":448850,"date":"2024-04-16T16:36:39","date_gmt":"2024-04-16T14:36:39","guid":{"rendered":"https:\/\/www.eenewseurope.com\/?p=448850"},"modified":"2024-04-16T16:36:39","modified_gmt":"2024-04-16T14:36:39","slug":"la-technologie-hbm-representera-20-du-marche-des-memoires-dram-en-2024","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/la-technologie-hbm-representera-20-du-marche-des-memoires-dram-en-2024\/","title":{"rendered":"La technologie HBM repr\u00e9sentera 20 % du march\u00e9 des m\u00e9moires DRAM en 2024"},"content":{"rendered":"

La demande de m\u00e9moire \u00e0 large bande passante (HBM) stimul\u00e9e par l’IA a pouss\u00e9 les fabricants \u00e0 presque tripler l’offre de bits en 2024. Selon TrendForce, les revenus de la m\u00e9moire HBM repr\u00e9senteront alors 20 % du march\u00e9 des m\u00e9moires DRAM.<\/span><\/h3>\n

Le cabinet d’\u00e9tudes de march\u00e9TrendForce a d\u00e9clar\u00e9 que l’industrie devrait allouer 270 000 plaquettes par mois \u00e0 HBM d’ici \u00e0 la fin 2024, contre 93 000 plaquettes par mois \u00e0 la fin 2023. En cons\u00e9quence, la part de revenus de HBM dans la DRAM devrait passer de 8,4 % en 2023 \u00e0 20,1 % \u00e0 la fin de 2024.<\/p>\n

\"\"

Estimation de la capacit\u00e9 de production de HBM\/TSV par fournisseur 2023, 2024. Source : TrendForce : TrendForce. <\/strong><\/em><\/p><\/div>\n

Selon l’analyste Avril Wu, la taille de la puce HBM est g\u00e9n\u00e9ralement sup\u00e9rieure de 35 \u00e0 45 % \u00e0 celle de la m\u00e9moire DDR5 de m\u00eame capacit\u00e9. Le taux de rendement (y compris les via en silicium) est inf\u00e9rieur d’environ 20 \u00e0 30 % \u00e0 celui de la DDR5 et le cycle de production (y compris les TSV) est sup\u00e9rieur de 1,5 \u00e0 2 mois \u00e0 celui de la DDR5.<\/p>\n

\"\"

March\u00e9 des DRAM de 2022 \u00e0 2024 et part des revenus de l’HBM. Source : TrendForce : TrendForce. <\/strong><\/em><\/p><\/div>\n

Le cycle de production de la m\u00e9moire HBM \u00e9tant de plus de six mois, la plupart des commandes sont d\u00e9j\u00e0 bloqu\u00e9es. Selon TrendForce.<\/p>\n

La capacit\u00e9 totale de HBM de Samsung devrait atteindre environ 130 000 plaquettes par mois (TSV compris) d’ici la fin de l’ann\u00e9e ; celle de SK Hynix est d’environ 120 000 plaquettes par mois,<\/p>\n

SK Hynix d\u00e9tient plus de 90 % du march\u00e9 HBM3, tandis que Samsung devrait progressivement \u00e9roder cette domination avec le lancement du MI300 d’AMD au cours des prochains trimestres.<\/p>\n

Liens et articles connexes :<\/h4>\n

www.trendforce.com<\/a><\/p>\n

SK Hynix a \u00ab\u00a0\u00e9puis\u00e9\u00a0\u00bb ses DRAM HBM pour 2024<\/a><\/p>\n

Micron lance la production d’une \u00ab\u00a0meilleure\u00a0\u00bb m\u00e9moire HBM3E<\/a><\/p>\n

Suivre ECInews sur Google news<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

La demande de m\u00e9moire \u00e0 large bande passante (HBM) stimul\u00e9e par l’IA a pouss\u00e9 les fabricants \u00e0 presque tripler l’offre de bits en 2024. Selon TrendForce, les revenus de la m\u00e9moire HBM repr\u00e9senteront alors 20 % du march\u00e9 des m\u00e9moires DRAM. Le cabinet d’\u00e9tudes de march\u00e9TrendForce a d\u00e9clar\u00e9 que l’industrie devrait allouer 270 000 plaquettes […]<\/p>\n","protected":false},"author":11,"featured_media":386624,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[888],"tags":[5152,5945,1685],"domains":[47],"ppma_author":[1143,3631],"class_list":["post-448850","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-marche","tag-analogue","tag-hbm-fr","tag-memoire-et-stockage-de-donnees","domains-electronique-eci"],"acf":[],"yoast_head":"La technologie HBM repr\u00e9sentera 20 % du march\u00e9 des m\u00e9moires ...<\/title>\n<meta name=\"description\" content=\"La demande de m\u00e9moire \u00e0 large bande passante (HBM) stimul\u00e9e par l'IA a pouss\u00e9 les fabricants \u00e0 presque tripler l'offre de bits en 2024.\" \/>\n<meta name=\"robots\" content=\"index, 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