HBM demand · X 热门 · 2026-09-27 02:39 UTC

# HBM demand — X 热门讨论 (2026-09-27 02:39 UTC)

## @tphuang (tphuang) · 09-26 20:11 · ♥40 ↻11 💬5 AI demand, especially from memory chips, is driving 12-inch wafer demand. Heavy-doped 12-in wafer demand surging from 400k wpm in 2025 to 760k in 2028 as HBM & 3D NAND use more wafer than your regular logic production.

Chinese producers is meeting this demand. NSIG, TCL & Lion Micro are all expanding. Chinese producers expecting to reach 33% of global 12-inch capacity by end of this yr (top 5 global ones had accounted for 81.% of 12-inch back in 2024) https://x.com/tphuang/status/2103940472313880645