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Micron and SK Hynix Grapple with HBM Price War, Stock Prices Tumble
2 day ago /
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Author：小编
Amidst the escalating price war for High Bandwidth Memory (HBM), Micron and SK Hynix have witnessed significant declines in their stock prices. Goldman Sachs has forecast a decline in HBM prices by 2026, prompting a downgrade of SK Hynix's rating. Concurrently, Samsung Electronics is in negotiations with NVIDIA to supply HBM3E, a move that could further intensify market competition and potentially impact suppliers' profitability. The shifting dynamics of supply and demand in the HBM market, coupled with the heightened competition, have rendered future trends a matter of considerable concern.
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