According to the latest research by TrendForce Jibang Consulting, demand for AI servers continues to expand, and HBM and conventional DRAM are still competing for limited advanced processes and wafer production capacity. Coupled with the yield and output improvement of next-generation products, it is estimated that memory supply will continue to be tight in 2027. While overall memory prices maintain an upward trend, suppliers are also more clear about the 2027 HBM price increase. To reflect the impact of continued tight overall supply and the increase in the share of high-priced HBM4 and the gradual expansion of HBM4e in the second half of 2027, TrendForce Jibang Consulting revised its HBM price forecast for next year, and estimated that Blended ASP will increase by 121% per year.

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