Nomura expects 2027 HBM prices to rise 74% y/y on richer HBM4 mix

Nomura says that with a richer mix of higher-priced HBM4 (more than 50% by year-end) from 3Q26 lifting blended ASP, and new pricing reflected from 1Q27F, it expects 2027 HBM prices to rise 74% year-on-year.

Detected & updated continuously · Source: Nebula