The Right Approach: I Hear the Train A Comin'
It’s Only Common Sense: OCCAM—the Time Is Now
Marcy's Musings: The Growing IndustryCamtek Receives Approx. $25M from Tier-1 Manufacturer for High Bandwidth Memory (HBM)
March 29, 2024 | CamtekEstimated reading time: Less than a minute
Camtek Ltd. announced that it has received a new order for approximately $25 million from a tier-1 HBM manufacturer, for the inspection and metrology of High Bandwidth Memory (HBM). Most of the systems are expected to be delivered in the second half of 2024.
HBM is a key component for high-performance computing (HPC) applications and is expected to grow at a CAGR of 25% in the coming years.
Rafi Amit, CEO of Camtek commented, “I am pleased with this order that continues the momentum of orders for HBM from the second half of 2023. Camtek systems continue to be the tool of choice by major manufacturers supporting the increased demand of HBM. This order improves our visibility for the second half of 2024. We anticipate more orders for HBM later this year, which is expected to be a record year for Camtek.”
Share on:
Suggested Items
Demand for NVIDIA’s Blackwell Platform Expected to Boost TSMC’s CoWoS Total Capacity by Over 150% in 2024
04/16/2024 | TrendForceNVIDIA’s next-gen Blackwell platform, which includes B-series GPUs and integrates NVIDIA’s own Grace Arm CPU in models such as the GB200, represents a significant development.
2024 HBM Supply Bit Growth Estimated to Reach 260%, Making Up 14% of DRAM Industry
03/18/2024 | TrendForceTrendForce reports that significant capital investments have occurred in the memory sector due to the high ASP and profitability of HBM. Senior Vice President Avril Wu notes that by the end of 2024, the DRAM industry is expected to allocate approximately 250K/m (14%) of total capacity to producing HBM TSV, with an estimated annual supply bit growth of around 260%
HBM3 Initially Exclusively Supplied by SK Hynix, Samsung Rallies Fast After AMD Validation
03/15/2024 | TrendForceTrendForce highlights the current landscape of the HBM market, which as of early 2024, is primarily focused on HBM3. NVIDIA’s upcoming B100 or H200 models will incorporate advanced HBM3e, signaling the next step in memory technology.
DRAM Industry Sees Nearly 30% Revenue Growth in 4Q23 Due to Rising Prices and Volume
03/05/2024 | TrendForceTrendForce reports a 29.6% QoQ in DRAM industry revenue for 4Q23, reaching US$17.46 billion, propelled by revitalized stockpiling efforts and strategic production control by leading manufacturers.
Intel, Ohio Supercomputer Center Double AI Processing Power with New HPC Cluster
02/20/2024 | Intel CorporationA collaboration including Intel, Dell Technologies, Nvidia and the Ohio Supercomputer Center (OSC), introduces Cardinal, a cutting-edge high-performance computing (HPC) cluster.