华尔街内幕人
2026.06.03 00:13

$Micron Tech(MU.US)$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

Tight DRAM Supply Gives Suppliers Greater Pricing Power in HBM, with HBM Contract Prices Expected to Surge Multiples Higher in 2027, Says TrendForce

Sharp increases in conventional DRAM prices since the second half of 2025 have reflected an increasingly tight supply-demand environment. However, the annual pricing mechanism adopted by the three major suppliers for HBM has prevented contract prices from fully reflecting quarterly market price increases in a timely manner, according to TrendForce’s latest research.

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