HBM is expected to take 10% of the DRAM units but 30% of the revenues because of its higher ASP says TrendForce. Sourcengine says HBM supply is booked out to the end of 2025 though there are conflicting views on whether there will be a shortage of HBM or an oversupply next year. Regular DRAM ASPs are low and may not improve until H2 2025.
The PEMCO (Passives, Electro Mechanical and Connector) segment is stable. The general market is stable.
Factors which may affect the market are the Red Sea crisis which is still impacting the Suez Canal, typhoons which are rocking South East Asia and the International Longshoremen’s Association’s strikes in the US which are affecting Eastern and Gulf coast ports
