TrendForce says AI server demand is expanding and HBM and conventional DRAM are competing for limited advanced-node process and wafer capacity. Yield and output improvements for next‑generation products will take time, leaving supply memory tight thr

2026-09-29

TrendForce says AI server demand is expanding and HBM and conventional DRAM are competing for limited advanced-node process and wafer capacity. Yield and output improvements for next‑generation products will take time, leaving supply memory tight through 2027. Suppliers are increasingly willing to lift HBM prices; TrendForce has raised its 2027 HBM outlook and now forecasts blended ASP to rise 121% YoY, driven by sustained supply tightness, a larger share of premium-priced HBM4 and HBM4e ramping from H2 2027.

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2026-09-29

Deutsche Bank strategist Parag Thatte says the rotation into tech that began in late July still has room to run. Since late July, large-cap growth and tech names are up about 14% while the rest of the S&P 500 is down roughly 3%. Their relative perfor

2026-09-29

At the morning-session close, China's main futures contracts were mostly lower. No.20 rubber, container freight (Europe route) and SC crude fell over 3%. Egg, polysilicon, rubber, ethylene glycol (EG), platinum, palladium and Shanghai silver declined