律动BlockBeats|Jun 22, 2026 05:26
[Bernstein: Conventional DRAM Prices May Continue to Rise in 2027, HBM Faces Profitability Catch-Up Pressure]
BlockBeats News, June 22, Bernstein analysts stated in a report that after experiencing approximately a 4.5x increase in conventional DRAM prices from Q3 2025 to Q2 2026, prices may continue to rise in 2027. As a result, the current average price per bit for conventional DRAM is already comparable to, or even higher than, high-bandwidth memory (HBM).
Bernstein pointed out that, considering higher bit density and yield, the revenue per wafer capacity for conventional DRAM this year could be twice that of HBM, with significantly higher profit margins. The firm estimates that HBM prices would need to increase by approximately threefold to catch up with conventional DRAM in terms of revenue per wafer capacity.
However, memory chip manufacturers may not aggressively raise HBM prices to such an extent, as they understand that excessively high HBM costs could hinder the development of the entire artificial intelligence ecosystem, ultimately suppressing storage demand.
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