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HBM Market Bulletin - Sep. 22, 2026
Last Modified
2026-09-22
Update Frequency
Monthly
Format
Amid tight supply and richer HBM4 mix, TrendForce sharply lifts its 2027 HBM price outlook as 8-Hi leads shipments.
Key Highlights
- Price: 2027 HBM forecast raised on tight supply, richer HBM4 mix.
- Capacity: 8-Hi favored to cut stack and system costs vs 12-Hi.
- Spec: 8-Hi to lead 2027 shipments, balancing cost and supply.
- Cost: Fewer dies per stack give 8-Hi a per-Gb premium over 12-Hi.
Table of Contents
- Introduction
- 8hi Expected to Become Market Mainstream in 2027 as Supply and Cost Restraints Drive Capacity Adjustments
- HBM Prices Forecast
<Total Pages: 2>
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