HBM prices are projected to more than double to ~$35 per GB by 2030 even as shipments nearly quadruple which is unusual for memory where prices typically fall as production scales.
That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.
That combination could push HBM market toward ~$640B by 2030 giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.