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HBM supply is so tight that TrendForce says the memory feeding Nvidia's next-generation AI GPUs will keep getting pricier through 2027. The research firm's 29 September 2026 outlook now projects HBM's blended average selling price next year to rise, year-over-year, by 121%
Verified 2026-10-11
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- Price
- $231.58
- 30D
- +5.00%
- AI share of revenue
- 89.7%
PRICES 15-MIN DELAYED · EODHD
Nvidia’s exposure cardWhat share of the business the AI build-out actually isThe screener · 72 companiesEvery layer of the AI chain, priced dailyHow this was verifiedEvery figure links to the filing it came from
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