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Goldman Sachs Raises 2027 HBM Price Forecast: Samsung's Annual Growth Rate Estimate Increased from 14% to 44%
2 day ago /
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Author：小编
The rise in spot prices for traditional DRAM has prompted the market to reevaluate HBM pricing for 2027. According to a Goldman Sachs survey, spot prices for DDR5 have increased by 20% since May, with a 25% premium, while DDR4 spot prices have risen by 11%, with a 45% premium. Market sentiment indicators remain 'moderately positive.' Goldman Sachs has significantly raised its forecast for Samsung's annual HBM price growth rate in 2027 from 14% to 44%, noting the potential for further increases.
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