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TrendForce: Revises Up 2027 HBM Price Outlook, Projects ASP to Increase by 121% Annually
15 hour ago /
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Author：小编
The demand for AI servers continues to grow, with HBM competing with traditional DRAM for limited advanced process and wafer capacity. As it will take time to improve the yield and output of new-generation products, the memory supply is expected to remain tight in 2027. Against the backdrop of overall rising memory prices, influenced by factors such as tight supply, an increasing proportion of high-priced HBM4, and the gradual ramp-up of HBM4e in the second half of 2027, HBM suppliers have clearly indicated that they will raise prices. It is projected that the annual increase in the blended ASP of HBM will reach 121% in 2027.
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