According to CCTV Finance, Cai Shaodong, a senior analyst in the electronics industry at Changjiang Securities, said on the "Qianhai Guest Room" program: "HBM (High Bandwidth Memory), this new product has achieved more than 10-fold growth in the past three years. We can see that the overall market size will reach 35 billion USD in 2025, and it is expected that the whole market will exceed 100 billion USD between 2027 and 2028."
According to CCTV Finance, Cai Shaodong, a senior analyst in the electronics industry at Changjiang Securities, said on the "Qianhai Guest Room" program: "HBM (High Bandwidth Memory), this new product has achieved more than 10-fold growth in the past three years. We can see that the overall market size will reach 35 billion USD in 2025, and it is expected that the whole market will exceed 100 billion USD between 2027 and 2028."
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"Our own assessment is that in the second quarter, contract prices are likely to rise by 30%-50% quarter-on-quarter, and some segments may increase even more. In the second half of the year—third and fourth quarters—the overall increase in storage contract prices will tend to converge."
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