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中文(ZH) 机构：DRAM持续供不应求，预估2027年HBM合约价将倍数上涨

HBM prices to double by 2027 amid DRAM shortages

By PulseAugur Editorial · [1 sources] ·

The price of High Bandwidth Memory (HBM) is expected to see a significant increase, potentially doubling by 2027. This projection is driven by persistent supply shortages in the DRAM market and the complex manufacturing requirements of newer HBM generations. Negotiations for HBM4 supply are currently underway between buyers and major manufacturers. AI

IMPACT HBM price hikes could increase AI training and inference costs, potentially impacting the pace of AI development and deployment.

RANK_REASON Industry analysis projecting significant price increases for a key AI hardware component. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

HBM prices to double by 2027 amid DRAM shortages

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Industry analysis projecting significant price increases for a key AI hardware component. [lever_c_demoted from significant: ic=1 ai=0.7]
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Institutions: DRAM continues to be in short supply, and HBM contract prices are expected to more than double by 2027

    36氪获悉，根据TrendForce集邦咨询最新研究指出，自2H25以来，一般型DRAM(Conventional DRAM)价格大涨，反映供不应求形势之际，三大原厂的HBM年度议价机制，导致HBM合约价无法及时反映市场的季度涨价趋势。随着时序进入2Q26，买卖双方正在对2027年的主流产品HBM4供应进行谈判。TrendForce集邦咨询认为，基于DRAM供不应求市况、新旧世代HBM的高制造难度及高成本，三大原厂将于2027年大幅调高HBM的报价。

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