HBM prices to increase 5-10% in 2025, while DDR5 prices to increase 15-20% for PC gamers

SK hynix and Micron are sold out of 2024 + 2025 HBM supply, with TrendForce estimating a 5-10% increase in HBM memory pricing in 2025.

Published
Updated
1 minute & 40 seconds read time

The HBM market is unstoppable right now, attached to the insatiable AI demand that is fueling SK hynix and Micron to sell all of their HBM memory allocation for 2024, and 2025.

HBM prices to increase 5-10% in 2025, while DDR5 prices to increase 15-20% for PC gamers 92

In a new report from TrendForce, Senior Research Vice President Avril Wu says that the HBM market is poised for robust growth, "driven by significant premiums and increased capacity needs for AI chips". HBM unit sales are multiple times higher than conventional DRAM, and about 5x higher than DDR5.

Wu explains: "This pricing, combined with product iterations in AI chip technology that increase single-device HBM capacity, is expected to dramatically raise HBM's share in both the capacity and market value of the DRAM market from 2023 to 2025. Specifically, HBM's share of total DRAM bit capacity is estimated to rise from 2% in 2023 to 5% in 2024 and surpass 10% by 2025. In terms of market value, HBM is projected to account for more than 20% of the total DRAM market value starting in 2024, potentially exceeding 30% by 2025".

The TrendForce report continues: "Wu also pointed out that negotiations for 2025 HBM pricing have already commenced in 2Q24. However, due to the limited overall capacity of DRAM, suppliers have preliminarily increased prices by 5-10% to manage capacity constraints, affecting HBM2e, HBM3, and HBM3e. This early negotiation phase is attributed to three main factors: Firstly, HBM buyers maintain high confidence in AI demand prospects and are willing to accept continued price increases".

Buy at Amazon

SABRENT Rocket DDR5 32GB U-DIMM 4800MHz Memory Kit (2x16GB) (SB-DR5U-16GX2)

TodayYesterday7 days ago30 days ago
$89.99$89.99$89.99
Buy at Newegg
$729.99$729.99$729.99
* Prices last scanned on 6/14/2024 at 4:14 am CDT - prices may not be accurate, click links above for the latest price. We may earn an affiliate commission.

Anthony joined the TweakTown team in 2010 and has since reviewed 100s of graphics cards. Anthony is a long time PC enthusiast with a passion of hate for games built around consoles. FPS gaming since the pre-Quake days, where you were insulted if you used a mouse to aim, he has been addicted to gaming and hardware ever since. Working in IT retail for 10 years gave him great experience with custom-built PCs. His addiction to GPU tech is unwavering and has recently taken a keen interest in artificial intelligence (AI) hardware.

Newsletter Subscription

Related Tags