HBM晶圆厂位置和产量调研

Core Viewpoint - The article discusses the expected price increase of HBM4 by 30% and provides insights into DRAM production capacity and wafer fabrication plants, referencing data from Trendforce [1]. Group 1: DRAM Production Capacity - Samsung's wafer production capacity is detailed, showing a decline from 513K in Q1 23 to an estimated 455K in Q3 23, with projections for Q4 24 at 645K [3]. - SK Hynix's production capacity is also outlined, with a total of 333K in Q1 23 and a gradual increase projected to 378K by Q4 25 [4]. - Micron's production capacity shows a decrease from 303K in Q1 23 to 250K in Q3 23, with a recovery to 320K by Q1 25 [5]. - Other companies like Nanya, PSMC, Winbond, and JHICC have their production capacities listed, indicating varying levels of output and future projections [6][7][8][9]. Group 2: Market Trends and Insights - The anticipated price increase of HBM4 is a significant market trend that could impact the overall DRAM market dynamics [1]. - The article highlights the importance of understanding production capacities across different companies to gauge market supply and potential pricing strategies [1][3][4][5].