BE Semi: Price Explosion in HBM Will Trigger an Investment Cycle. Why the AI Revolution Stalls Without Hybrid Bonding!

The prices for HBM are skyrocketing. The demand for HBM is expected to rise by 70% year-over-year by 2026. HBM will account for about 23% of total DRAM wafer production in 2026, up from 19% the previous year. More and more heavyweights in the IT industry, such as Apple, Cisco, Dell, and Akamai, are reporting that their costs are increasing due to the price explosion in memory. A striking example of this dynamic. Samsung is likely to demand around 700 USD per unit in the ongoing negotiations for the next generation HBM4. This represents an increase...