Memory Solutions for Gen AI Part 17: At a Crossroads: The Return of Legacy and the Uncertainty of HBM
Overview: As AI drives demand for faster memory, HBM stands at the forefront, driving the positive outlook—but the future of memory market remains uncertain by technical hurdles and potential softening prices. The prevailing narrative suggests a sustained boom in memory pricing through 2026 and even 2027. But beneath the surface, emerging changes suggest a more nuanced reality.
Table of Contents:
- Legacy DRAM: Still Essential, Still Profitable
- HBM4: The Speed Trap
- Price Pressure and Market Fragmentation
Number of Pages: 4
Published Date: August 2025
Category
Industry
AI, Semiconductors
Service
Memory
Report Type
Report
Time Period
Other
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Author
MS Hwang
MS Hwang is a research director at Counterpoint, specializing in memory semiconductor research. MS Hwang brings over 30 years of experience from Samsung Electronics and sell-side brokerage research roles including ABN AMRO, Goldman Sachs, Credit Suisse and Samsung Securities.