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]
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