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HBM Market Bulletin - Aug. 17, 2026
Last Modified
2026-08-17
Update Frequency
Monthly
Format
2027 HBM talks remain stalled as suppliers push steep price hikes amid AI-driven DRAM crowd-out and tighter capacity.
Key Highlights
- Talks Stalled: 2027 HBM supply talks stay stuck since 2Q26, unresolved by Aug-2026.
- SK hynix: Early talks point to a higher 2027 HBM4 price target.
- Samsung & Micron: Negotiating steeper price hikes for 2027.
- Limited Relief: Spec tweaks barely ease tightness, keeping prices elevated.
Table of Contents
- Introduction
- HBM Demand Will Continue to Crowd Out Conventional DRAM Supply in 2027
<Total Pages: 2>
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