Overview
- Micron said demand has far outpaced supply and reported no remaining 2026 inventory, with major vendors selling out production to datacenter and AI customers.
- Samsung and SK Hynix are steering buyers to quarterly deals with 60%–70% hikes, while TrendForce projects a 50%–55% DRAM price increase in the first quarter versus late 2025.
- High‑bandwidth memory consumes roughly three times the capacity of standard DRAM, lifting laptop memory’s cost share and prompting Dell to warn of higher consumer prices.
- Suppliers are prioritizing HBM3E and preparing HBM4, with Micron planning about 30% of its HBM capacity for HBM4 and a Q2 ramp, as reports dispute Nvidia’s claim that its Vera Rubin platform is already in full production.
- Samsung’s early Q4 2025 guidance points to a more than threefold profit rise, reinforcing pricing power signals, while Taiwanese prosecutors widened a TSMC 2nm leak probe to include Tokyo Electron.