#Micron

A thermal-compression bonder mid-cycle on a partially built HBM stack, its bonding head caught lowered onto the topmost die with a queue of unstacked dies waiting on a tray beside it

The HBM Memory Supercycle: A Quantitative Look at Pricing, Yield, and the Consumer Spillover

Per-stack HBM pricing has risen 150% across three generations. DRAM contract prices moved 60-70% in a single quarter. This briefing works through the mechanics that connect a memory-stacking bottleneck to a consumer laptop price tag.

By Brecht Corbeel · August 10, 2026 · 4 min read

A supply-chain wall map in a bright office with three pins marking HBM production sites, one caught being pressed in over the only domestically located site while the other two, already placed, mark locations abroad

AI Hardware & Semiconductors

Micron Is the Only Volume American Memory Maker Left. That's the Whole Story.

SK hynix and Samsung are Korean. The only remaining US-headquartered company producing DRAM and HBM at real volume is Micron — a supply- security story as much as a technology one.

By Brecht Corbeel · August 10, 2026 · 4 min read

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