Issue 2026-10-21 · Industry · 芯片 · 市场

Samsung sells out 2027 HBM capacity as memory prices surge

Samsung has sold out 100% of its 2027 HBM capacity, with HBM prices expected to jump 200% next year and DRAM prices to rise by double digits. The memory shortage could raise GPU costs and add pressure to AI compute hardware pricing.

r/LocalLLaMA22 h ago
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