With memory prices having soared in the aftermath of the AI boom, market research firm TrendForce estimates that HBM memory prices should rise further in 2027. TrendForce based its estimates on per-wafer revenue, which shows that certain variants of DDR5 memory have become more profitable compared to HBM. With HBM expected to remain in demand in 2026 as NVIDIA and others launch their new AI GPUs, the research firm estimates that suppliers will continue to raise prices to create more pricing power for negotiations. Contract Pricing Mechanism Has Prevented Memory Manufacturers From Matching Prices With Market, Says Research Firm In […]
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