🚨 Goldman Sachs: DRAM price hikes are cooling down, but HBM is “taking off” directly!
The data comparison is very intuitive: traditional DRAM’s average selling price is expected to rise month-over-month by 17% in 3Q26, but by 4Q26 the increase could quickly narrow to just 7%, with the gain contracting by nearly 60%.
On the other hand, HBM is a completely different story.
Market expectations for SK hynix’s HBM price increases in 2027 jumped from 32% to 53% in just a month—an increase of nearly 66%; Goldman’s own view is even more aggressive, going straight from 50% to 100%, implying the outlook is doubled!
📌 One side is clearly a slowdown in DRAM price hikes, while the other side is a continued upward revision of HBM price expectations.
Mainstream memory is starting to cool off, while high-end HBM keeps heating up.
The stronger the demand for AI servers, the more prominent HBM’s strategic value becomes. What’s really worth watching next isn’t just memory prices, but how tight high-end HBM capacity will be. 🔥$MAGMA $UAI $BULLA #美联储加息概率升至68%
The data comparison is very intuitive: traditional DRAM’s average selling price is expected to rise month-over-month by 17% in 3Q26, but by 4Q26 the increase could quickly narrow to just 7%, with the gain contracting by nearly 60%.
On the other hand, HBM is a completely different story.
Market expectations for SK hynix’s HBM price increases in 2027 jumped from 32% to 53% in just a month—an increase of nearly 66%; Goldman’s own view is even more aggressive, going straight from 50% to 100%, implying the outlook is doubled!
📌 One side is clearly a slowdown in DRAM price hikes, while the other side is a continued upward revision of HBM price expectations.
Mainstream memory is starting to cool off, while high-end HBM keeps heating up.
The stronger the demand for AI servers, the more prominent HBM’s strategic value becomes. What’s really worth watching next isn’t just memory prices, but how tight high-end HBM capacity will be. 🔥$MAGMA $UAI $BULLA #美联储加息概率升至68%
