TREE NEWS reports: TrendForce has raised its 2027 HBM price forecast, projecting the blended average selling price will rise 121% year over year. The research firm said AI server demand keeps expanding while HBM and conventional DRAM compete for limited advanced-node and wafer capacity, and new-generation products still need time to improve yields and output. It cited tighter memory supply in 2027 and a higher share of pricier HBM4, with HBM4e ramping in the second half of 2027.
TrendForce Lifts 2027 HBM Price Outlook, Sees Blended ASP Up 121%
AI take
The revision matters less for the headline number than for what it says about memory's shifting role in AI economics: HBM is no longer just a component cost, it is a capacity claim on the same advanced-node and wafer supply that conventional DRAM needs. That squeeze is the mechanism behind the forecast, and it lands on anyone building AI servers or buying DRAM downstream. The open question is whether yield and output improvements arrive fast enough to loosen the constraint, or whether the HBM4 and HBM4e ramp keeps the tightness in place through 2027.
Generated by AI for reference only.
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