摩根大通:2027年HBM均价预计上涨54%

格隆汇
Oct 14
摩根大通10月12日发布研报预计,2027年全球HBM综合平均售价将同比上涨54%,2028年进一步上涨25%。该行认为,存储芯片供应紧张局面可能持续至2028年,届时HBM市场规模预计达到2800亿美元,累计供应缺口可能相当于23周供应量。美光已锁定2027年HBM供应价格,相关价格较2026年显著提高。

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