{"id":1232,"date":"2026-03-29T11:00:00","date_gmt":"2026-03-29T03:00:00","guid":{"rendered":"https:\/\/twtip.com\/?p=1232"},"modified":"2026-03-29T11:00:00","modified_gmt":"2026-03-29T03:00:00","slug":"hbm-market-2026-forecast","status":"publish","type":"post","link":"https:\/\/www.twtip.com\/?p=1232","title":{"rendered":"2026\u5e74HBM\u5e02\u5834\u898f\u6a21\u5c07\u7a81\u7834400\u5104\u7f8e\u5143\uff0cSK\u6d77\u529b\u58eb\u5e02\u4f54\u904e\u534a"},"content":{"rendered":"<p><strong>\u6578\u64da\u4f86\u6e90\uff1aTrendForce\u3001\u83ef\u6cf0\u8b49\u5238<\/strong><\/p>\n<p>\u6839\u64da\u5e02\u5834\u7814\u7a76\u6a5f\u69cbTrendForce\u6700\u65b0\u9810\u6e2c\uff0c2026\u5e74\u5168\u7403HBM\uff08\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff09\u5e02\u5834\u898f\u6a21\u5c07\u9054\u5230420\u5104\u7f8e\u5143\uff0c\u8f032025\u5e74\u7684180\u5104\u7f8e\u5143\u589e\u9577133%\uff0c\u4f54\u6574\u9ad4DRAM\u5e02\u5834\u6bd4\u91cd\u5f9e12%\u63d0\u5347\u81f325%\u3002<\/p>\n<h3>HBM\u5e02\u5834\u898f\u6a21\u9810\u6e2c\uff082024-2026\uff09<\/h3>\n<table border=\"1\" cellpadding=\"5\" cellspacing=\"0\">\n<thead>\n<tr>\n<th>\u5e74\u4efd<\/th>\n<th>\u5e02\u5834\u898f\u6a21\uff08\u5104\u7f8e\u5143\uff09<\/th>\n<th>\u5e74\u589e\u7387<\/th>\n<th>\u4f54DRAM\u6bd4\u91cd<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>2024\u5e74<\/td>\n<td>85<\/td>\n<td>&#8212;<\/td>\n<td>8%<\/td>\n<\/tr>\n<tr>\n<td>2025\u5e74<\/td>\n<td>180<\/td>\n<td>+112%<\/td>\n<td>12%<\/td>\n<\/tr>\n<tr>\n<td>2026\u5e74<\/td>\n<td>420<\/td>\n<td>+133%<\/td>\n<td>25%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3>\u4e3b\u8981\u5ee0\u5546\u5e02\u4f54\u7387\u9810\u6e2c\uff082026\u5e74\uff09<\/h3>\n<table border=\"1\" cellpadding=\"5\" cellspacing=\"0\">\n<thead>\n<tr>\n<th>\u5ee0\u5546<\/th>\n<th>\u5e02\u4f54\u7387<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>SK\u6d77\u529b\u58eb<\/td>\n<td>52%<\/td>\n<\/tr>\n<tr>\n<td>\u4e09\u661f\u96fb\u5b50<\/td>\n<td>38%<\/td>\n<\/tr>\n<tr>\n<td>\u7f8e\u5149\u79d1\u6280<\/td>\n<td>10%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u83ef\u6cf0\u8b49\u5238\u5831\u544a\u6307\u51fa\uff0cHBM4\u5c07\u57282026\u5e74\u4e0b\u534a\u5e74\u91cf\u7522\uff0c\u55ae\u9846\u5bb9\u91cf\u6700\u9ad8\u905448GB\u3001\u983b\u5bec3.6TB\/s\uff0c\u55ae\u50f9\u8f03HBM3e\u63d0\u534730-50%\uff0c\u5c07\u9032\u4e00\u6b65\u63a8\u52d5\u5e02\u5834\u898f\u6a21\u64f4\u5927\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u6578\u64da\u4f86\u6e90\uff1aTrendForce\u3001\u83ef\u6cf0\u8b49\u5238 \u6839\u64da\u5e02\u5834\u7814\u7a76\u6a5f\u69cbTrendForce\u6700\u65b0\u9810\u6e2c\uff0c2026\u5e74\u5168\u7403HBM\uff08 [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":["post-1232","post","type-post","status-publish","format-standard","hentry","category-data-insight"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts\/1232","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1232"}],"version-history":[{"count":0,"href":"https:\/\/www.twtip.com\/index.php?rest_route=\/wp\/v2\/posts\/1232\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1232"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1232"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.twtip.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}