Cycle accelerating — broad signal expansion
Sold-out through cycle
HBM allocation remains supply-constrained; pricing and mix lead the broader memory recovery.
SK Hynix qualifies HBM4 12-Hi for lead AI-accelerator customer
DRAM contract price +9.2% QoQ for Q3, above guidance
NVIDIA data-center revenue beats; guides next quarter higher
Micron raises HBM TAM outlook for calendar 2026
| Item | Last | Chg | Trend |
|---|---|---|---|
HBM3E 8-Hi (idx) contract | 14.20 | +6.1% | |
HBM4 12-Hi (prelim) contract | 18.50 | +1.4% | |
DDR5 16Gb 5600 contract | 4.10 | +3.2% | |
DDR5 16Gb (spot) spot | 4.55 | +5.4% | |
DDR4 8Gb 3200 contract | 1.95 | +1.1% | |
NAND 512Gb TLC contract | 3.85 | -1.8% | |
NAND Wafer (spot) spot | 2.60 | -2.4% | |
eSSD 1TB (idx) contract | 78.00 | +0.9% |