Hardik Shah
2026.07.10 13:11

๐Ÿ“Š ๐ˆ๐๐•๐„๐’๐“๐Ž๐‘ ๐๐Ž๐“๐„: HBM4 Memory Prices Expected to More Than Double by 2027 Amid AI Demand - DigiTimes - $Micron Tech(MU.US) $Sandisk(SNDK.US) $SK Hynix(SKHY.US) $Western Digital(WDC.US) $Seagate Tech(STX.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค ๐‡๐๐Œ๐Ÿ’ prices could rise to ๐’๐Ÿ’โ€“๐’๐Ÿ“ per gigabit by 2027.

โžค Pricing expected to more than ๐๐จ๐ฎ๐›๐ฅ๐ž from H2 2026 levels.

โžค Strong ๐€๐ˆ demand and capacity constraints drive higher pricing.

โžค HBM4 production requires ๐Ÿ๐จ๐ฎ๐ซโ€“๐ฌ๐ข๐ฑ ๐ฆ๐จ๐ง๐ญ๐ก production cycles.

โžค HBM manufacturing consumes roughly ๐ญ๐ก๐ซ๐ž๐ž ๐ญ๐ข๐ฆ๐ž๐ฌ DDR5 wafer capacity.

โžค ๐’๐š๐ฆ๐ฌ๐ฎ๐ง๐ , ๐’๐Š ๐‡๐ฒ๐ง๐ข๐ฑ, and ๐Œ๐ข๐œ๐ซ๐จ๐ง are securing long-term AI supply deals.

โžค Around ๐ก๐š๐ฅ๐Ÿ ๐จ๐Ÿ ๐ ๐ฅ๐จ๐›๐š๐ฅ DRAM capacity could be committed by 2027.

โžค Rising ๐ƒ๐ƒ๐‘๐Ÿ“ profit margins are supporting premium HBM pricing.

โžค Nvidia's ๐‘๐ฎ๐›๐ข๐ง platform is accelerating HBM4 adoption.

โžค DigiTimes says AI memory supply is expected to remain ๐Ÿ๐ฎ๐ง๐๐š๐ฆ๐ž๐ง๐ญ๐š๐ฅ๐ฅ๐ฒ ๐ฎ๐ง๐๐ž๐ซ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ข๐ž๐ into 2027.

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