{
  "id": 10670279,
  "title": "HBM Prices Surge Over Double Next Year",
  "url": "https://urgent.news/2026/09/29/hbm-prices-surge-over-double-next-year",
  "topic": "business",
  "section": "Business",
  "published": "2026-09-29T10:50:53.000Z",
  "source": {
    "name": "BusinessKorea",
    "slug": "businesskorea",
    "url": "https://www.businesskorea.co.kr/news/articleView.html?idxno=277864"
  },
  "original_language": "en",
  "account": "The average selling price of High Bandwidth Memory (HBM) is set to more than double next year, according to market research firm TrendForce. This surge in price is attributed to the increasing demand for artificial intelligence (AI) servers and the ongoing shortage of HBM supply, which competes with other memory types for advanced manufacturing capacity. The blended average selling price is projected to jump by 121% in 2027 compared to the previous year.\n\nTrendForce's forecast takes into account the growing proportion of HBM4 (the 6th generation) in sales, as well as persistent supply constraints. The company's analysis suggests that graphics processing unit (GPU) and application-specific integrated circuit (ASIC) manufacturers are considering reducing the amount of HBM mounted per chip due to supply limitations and rising costs. This may lead to a preference for 8-layer products, which are less expensive than 12-layer alternatives. However, despite the lower component costs, 8-layer HBM's production cost per gigabit is expected to be approximately 10 to 20% higher than that of 12-layer products, resulting in a higher selling price per gigabit for the latter.\n\nAs the availability and cost of HBM continue to evolve, TrendForce predicts that more GPU and ASIC manufacturers will reassess the integration of 8-layer products. Consequently, the actual application proportion of 8-layer HBM is projected to expand in 2027.",
  "summary": "Observations have emerged that the average selling price of High Bandwidth Memory (HBM) will rise more than twofold next year compared to this year as the expansion of artificial intelligence (AI) server demand continues.On Sept. 29, market research firm TrendForce upwardly adjusted its HBM price fo",
  "key_points": [
    "HBM prices to more than double by 2027, TrendForce predicts",
    "Demand for AI servers and HBM supply shortage driving price surge",
    "8-layer HBM expected to become more common despite higher production cost"
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 1,
    "also_reported_by": []
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}