HBM does not dance alone, the "storage super cycle" will not end in 2027! Nomura: Supply-side "meaningful increment" will be in place by 2028 at the earliest.

According to the financial news app Zhitong Finance, a research report on the storage chip industry released by the Japanese financial giant Nomura recently showed that the price of DRAM/NAND storage chips has sharply increased due to the strong resonance and promotion brought about by the accelerated construction of global AI data centers. The report indicates that the price of server DRAM in the fourth quarter has increased by as much as 60% compared to the previous quarter.