Jibang Consulting: Upgrading the 2027 HBM price outlook, estimated that ASP will increase by 121% annually

36 Krypton learned that according to the latest research by TrendForce Consulting, the demand for AI servers continues to expand, HBM and Conventional DRAM are still competing for limited advanced process and wafer capacity, and it still takes time for the yield and output of the new generation of products to improve. It is estimated that memory supply will continue to be tight in 2027. While the overall memory price maintains the upward trend, the supplier’s attitude towards the price increase of HBM in 2027 is also more clear. In order to reflect the continuous tightness of the overall supply, as well as the impact of the increase in the proportion of high-priced HBM4 and the gradual expansion of HBM4e in the second half of 2027, TrendForce Consulting estimates that the annual growth rate of Blended ASP will reach 121%.

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