HBM price increase again, storage in urgent situation!

Wallstreetcn
2025.12.24 05:55
portai
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HBM memory prices are rising, exacerbating the storage shortage issue. Maingear CEO Wallace Santos stated that the memory shortage problem will last for several years. South Korean media reported that HBM3E prices have increased by about 20% due to a surge in orders from companies like NVIDIA, and memory companies are focusing on expanding HBM4 production capacity. Analysts say that the price increase of HBM3E is rare and expect prices to drop after the HBM4 market opens next year, but demand for HBM3E will continue to grow