#semiconductor pricing

Tagged semiconductor pricing · show all articles

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 contract-price ledger open on a bright bench, a new price line caught being written beneath several already-revised entries, the pen still touching the page

AI Hardware & Semiconductors

Samsung's Memory Business Is Raising Prices Faster Than Almost Anyone

While Samsung Foundry chases TSMC's yield, Samsung's separate memory division has been raising DRAM contract prices by double digits per quarter — a distinct business having a distinctly better year.

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

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