---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41404958.md"
description: "$Micron Tech(MU.US)$Sandisk(SNDK.US)According to TrendForce, the annual pricing mechanism for HBM from the three major original manufacturers cannot reflect the sharp upward trend in general-purpose DRAM prices. In the second quarter of 2026, buyers and sellers are negotiating the supply of HBM4, the mainstream product for 2027. Due to the supply shortage of DRAM, the high manufacturing difficulty and high cost of both old and new generations of HBM, the three major original manufacturers will significantly raise HBM quotes in 2027.Storage prices have already risen so much, and they're going to increase sharply again next year? 🧐🧐https://www.trendforce.com/presscenter/news/20260602-13074.html"
datetime: "2026-06-03T00:13:35.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41404958.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41404958.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41404958.md)
author: "[华尔街内幕人](https://longbridge.com/en/profiles/11784206.md)"
---

# $Micron Tech(MU.US)$Sandisk(SNDK.US)According to T…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)

## Comments (3)

- **华尔街内幕人 · 2026-06-03T00:52:20.000Z**: @Kunlun Mountain Rock  Brother Rock, what's your take on this news?
  - **华尔街内幕人** (2026-06-03T00:54:16.000Z): It feels like it matches the fourth point in your latest article, where rising HBM drives up the gross margin. 4. Don't blindly believe in HBM. SK hynix has the highest market share for HBM4, but its 
  - **昆仑山岩石** (2026-06-03T01:09:10.000Z): The price increase of HMB in 2027 is highly likely to fall within the 60-100% range.