TrendForce: HBM supply remains tight; upward revision to 2027 HBM price outlook; ASP growth estimated to reach 121% year over year.

Zhito Finance APP has learned that according to the latest research from TrendForce, demand for AI servers continues to expand, and HBM and Conventional DRAM are still competing for limited advanced process and wafer capacity. In addition, yield and output improvements for next-generation products still require time, and memory supply is estimated to remain tight through 2027.