HBM Memory Pricing and Specifications

Name: HBM Memory Pricing and Specifications
Creator: Silicon Analysts

HBM cost per stack and per GB by generation (HBM2→HBM4), vendor market share, and per-accelerator HBM content — analyst estimates from public sources.

Coverage window: 2026-01-01 → 2026-03-01 (5 rows)
Computed from the backing series at page-render time — never typed by hand.
History honesty: Current-state table; the vintage of each value is its as_of. Time series accrues via the daily ledger and *_history tables, not here.
Cadence: Mon/Wed/Fri — HBM qualification & market refresh runs 09:00 UTC on those days. The bitDemand sub-table refreshes MONTHLY (1st, 10:00 UTC) — derived shipment-mix × per-SKU HBM content, published as ranges.
Revision policy: Current-state table updated in place with as_of (vintage) and last_validated (confirmation). Prior values persist in the *_history audit tables and the daily ledger.
Sources (source_url): https://www.trendforce.com/news/2026/01/05/news-sk-hynix-2026-outlook-hbm3e-remains-mainstream-hbm4-dual-strategy-amid-t (1) · https://www.trendforce.com/news/2025/11/27/news-sk-hynixs-hbm4-supply-price-reportedly-set-to-rise-over-50-with-mass-pro (1) · https://explainx.ai/blog/stanford-memory-prices-dram-hbm-nand-history-2026 (1)
Known gaps: HBM is transacted through private annual and quarterly contracts; actual contract prices are not publicly observable. Our price points are public-source spot and estimate levels — currently four series from HBM3 to HBM4 12-Hi (the HBM4 figure is an explicit contract estimate), two of which carry direct source URLs. Within the broader HBM dataset, the qualification feed, spot prices, and bit-demand series are source-backed; the market-share and revenue tables are Silicon Analysts editorial estimates, labeled with their vintage. Per-vendor ASPs (SK Hynix vs Samsung vs Micron) and generation-level contract-price history are not yet covered; both are planned. An earlier spot series was retired in July 2026 after we found it partially circular — stories citing our own feed — and was rebuilt from primary quotes only.
Authored 2026-08-14; next review 2026-11-15.
Access: Fully open
API: /api/v1/hbm
Machine-readable: /api/v1/catalog/ref-hbm-pricing/contract