2024 has been a major rebound year for the DRAM industry, with over 80% revenue growth vs 2023 as Supply and Demand have come back into balance. However, the main factor for this has been in the rise of a particular type of memory called HBM, which has been around for almost 10 years, but the latest generations are now getting much more attention.

This year, should bring the next generation of HBM, called HBM4. This will double the interface width from its predecessor, bringing even higher bandwidth. The demand continues to grow too, with HBM suppliers like Samsung, SK Hynix, and Micron...