Memory prices may continue to rise, and the HBM market worth billions of dollars is here.

Changjiang Securities' senior analyst of the electronics industry, Cai Shaodong, said in "Qianhai Salon": "The new product HBM has actually achieved more than 10 times growth in the past three years. We can see that the overall market size in 2025 will be 35 billion US dollars, and it is estimated that the entire market will exceed 100 billion US dollars in 2027 to 2028." "Our own judgment is that in the second quarter, contract prices are expected to increase by 30% to 50% quarter-on-quarter, and some parts may be even higher. In the second half of the year, the growth rate of contract prices in the storage sector will tend to converge."