P Equity Research 📰(@pequityresearch):TrendForce: HBM > Blended ASP is now projected to jump 121% YoY. > 8-Hi setups are expected to be a priority for evaluation by many GPU and ASIC vendors in 2027. > TrendForce expects 8-Hi products to carry a roughly 10–20% price premium per Gb over 12-Hi products in 2027. > Expects the HBM market to remain supply-constrained in 2027. $MU $RAM $DISK $EWY

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P Equity Research 📰@pequityresearch

2026.09.29 21:34

TrendForce: HBM > Blended ASP is now projected to jump 121% YoY. > 8-Hi setups are expected to be a priority for evaluation by many GPU and ASIC vendors in 2027. > TrendForce expects 8-Hi products to carry a roughly 10–20% price premium per Gb over 12-Hi products in 2027. > Expects the HBM market to remain supply-constrained in 2027. $MU $RAM $DISK $EWY