IQ Insider

IC Equipment Makers Poised to Capitalize on the HBM Memory Boom

Written by Supplyframe | Dec 1, 2023 8:31:20 PM

High Bandwidth Memory (HBM) is the hottest product in the memory market today, with booming demand for the fast-performing DRAM helping to propel the industry’s recovery in Q4. However, HBM is also in a severe shortage, as leading memory suppliers Samsung and Micron continue to ramp up production to catch up with top HBM maker SK Hynix. As the memory makers rush to increase output, they are turning to semiconductor equipment suppliers to provide the advanced chipmaking and packaging capabilities required for HBM manufacturing.