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[JP Morgan Chase: The average price of HBM is expected to rise by 54% in 2027] October 14th, JP Morgan Chase released a research report on October 12, predicting that the global comprehensive average selling price of HBM will rise by 54% year-on-year in 2027, and will further rise by 25% in 2028. The bank believes that the tight supply of memory chips may continue until 2028, when the HBM market size is expected to reach US$280 billion, and the cumulative supply gap may be equivalent to 23 weeks of supply. Micron has locked in HBM supply prices in 2027, and the relevant prices are significantly higher than in 2026.
semiconductor chip 🕐 2026-10-14 20:38
#chip #semiconductor chip #memory chip #HBM
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