South Korean memory manufacturers Samsung (SSNLF) and SK Hynix have reportedly raised prices for their fifth generation high bandwidth memory (HBM3E) chips by 20%, with deliveries expected in 2026. The HBM3E price hike comes amid surging demand for advanced memory chips driven by the rise of AI applications. This surge occurs as memory manufacturers prepare to shift resources toward HBM4 chips typically when prices for the previous generation begin to weaken. NVIDIA (NVDA), Google (GOOG) (GOOGL), and Amazon (AMZN) have all increased memory requirements for new AI chips.
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Samsung and SK Hynix Raise 2026 HBM3E Order Prices by 20%
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