Industry sources expect next-generation HBM4 memory prices to at least double current HBM3E rates. Soaring demand for high-performance AI memory drives this increase, specifically for Nvidia’s upcoming Vera Rubin platform.
Samsung Electronics and SK hynix will finalize HBM supply prices for the coming year during the fourth quarter. Manufacturing HBM4 requires significantly more capacity than standard DRAM, intensifying existing supply bottlenecks.
Strong demand and high profitability for DDR5 memory further support the price hike. Suppliers seek premium HBM pricing to justify converting production lines away from standard memory products.