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Medium2026-10-02Short term · NeutralLonger term · Neutral

Samsung HBM4 Price Triples; Micron 2027 Capacity Sold Out

Reports say Samsung's HBM4 pricing has tripled versus the prior generation and Micron's 2027 HBM capacity is fully sold out, underscoring strong AI memory demand. For SK hynix, higher HBM prices support earnings, but Samsung's aggressive pricing could intensify competition and pressure its share outlook.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • 鏈新聞 ABMedia · 10-02 16:55 KST
    Samsung HBM4 Price Triples; Micron 2027 Capacity Sold Out

    Samsung has proposed HBM4 pricing at triple the prior generation, while Micron says its 2027 capacity is fully sold out, signaling memory shortages will persist into next year. For SK hynix, the pricing upcycle reinforces its HBM pricing power and earnings outlook, supporting the stock, though Samsung's aggressive quotes could intensify high-end competition.

Samsung HBM4 Price Triples; Micron 2027 Capacity Sold Out · Hynix Board