NuAxiSemiconductor trade intelligence
RT NEWS: š #Samsung isnāt just lifting DRAM and NAND pricesāits #HBM4 logic dies, built on 4nm node, have reportedly jumped 40ā50% since early 2...
What happened
Samsung's HBM4 logic dies, fabricated on its 4nm node, have reportedly increased in price by 40-50% since early 2026. The surge is driven by strong AI-driven demand and rising HBM shipments. Bullish: This direct price increase for a critical AI component signals sustained supply tightness and upward pressure on related memory markets.
Impact and signal
High impactImpact score: 95/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) Ā· 4/13/2026 Ā· View original source
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