TrendForce says conventional DRAM prices have surged since 2H25 amid tight supply, and HBM contract pricing—set by an annual negotiation mechanism—has lagged quarterly market gains. With buyers and sellers negotiating 2027 HBM4 supply in 2Q26, TrendF

2026-06-02

TrendForce says conventional DRAM prices have surged since 2H25 amid tight supply, and HBM contract pricing—set by an annual negotiation mechanism—has lagged quarterly market gains. With buyers and sellers negotiating 2027 HBM4 supply in 2Q26, TrendForce expects the three major memory makers to sharply raise HBM prices in 2027, citing DRAM tightness and the high manufacturing complexity and costs of both legacy and new-generation HBM.