NuAxiSemiconductor trade intelligence

[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

What happened

Micron projects 3QFY26 margins to reach 81%, surpassing HBM profitability due to tight supply and high demand. SK hynix plans to stabilize DRAM prices soon, but current high prices support bullish sentiment.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

DDR5DRAM HBM

Micron SK hynix Samsung Electronics

marginprice-hikesupply-tight

Source and time

Source: TrendForce · 3/22/2026 · View original source

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[News] While DDR5 Margins Reportedly Surpass HBM: What’s Next for Memory Giants?

What happened

Impact and signal

Affected components and suppliers

Source and time

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