HBM's 3x Wafer Cost Locks In 125% DRAM Price Surge Through 2027
Every gigabyte of HBM requires three times the wafer capacity of standard DRAM, creating a structural supply ceiling with no fast fix. Gartner forecasts a 125% full-year DRAM price increase for 2026, while SK hynix and Samsung project shortages lasting through at least end of 2027. Micron stock has already surged 162% year-to-date in 2026.
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