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Memory Prices on the Rise: HBM Market Poised to Hit Trillion-Dollar Milestone
2 hour ago /
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Author：小编
Cai Shaodong, a seasoned electronics industry analyst at Changjiang Securities, highlighted that High Bandwidth Memory (HBM), a cutting-edge product, has witnessed an astonishing surge of over tenfold in growth during the past three years. Projections indicate that the HBM market will soar to USD 35 billion by 2025, with expectations to exceed USD 100 billion between 2027 and 2028. Cai further noted that HBM contract prices are anticipated to climb by 30% to 50% on a quarter-by-quarter basis in the second quarter, with certain products potentially experiencing even steeper hikes. Nevertheless, the pace of growth in memory contract prices is expected to decelerate gradually in the third and fourth quarters of the latter half of the year.
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