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Samsung HBM Prices Expected to More Than Double in 2027
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News18•07-10-2026, 13:15
Samsung HBM Prices Expected to More Than Double in 2027
- •Samsung Electronics high-bandwidth memory prices are projected to surge by more than 100 per cent next year due to the industry transition to HBM4 and tight DRAM supply.
- •KB Securities reports that Samsung HBM4 could command the highest contract price among major suppliers including SK hynix and Micron.
- •Samsung has reportedly proposed HBM4 prices in the mid-to-high USD 4 range per gigabit, significantly higher than current HBM3E products.
- •TrendForce estimates that the global HBM market blended average selling price will rise 121 per cent year-on-year in 2027.
- •The surging prices are driven by competition for advanced production capacity with conventional DRAM and the rising demand for artificial intelligence infrastructure.
Key Questions Answered
Samsung's high-bandwidth memory prices are projected to rise significantly as the industry transitions to HBM4 and tight DRAM supply provides memory-makers with more leverage to increase contract prices.
KB Securities estimates that HBM4 will account for roughly 80 per cent of Samsung's total HBM revenue next year, a substantial increase from about 40 per cent this year.
Samsung initiated commercial HBM4 shipments in February as part of its efforts to narrow the gap with SK hynix, which has maintained leadership in the HBM market throughout the ongoing AI boom.
