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The newest in Hardware
EstimateHardware10%-20% price premium per GbTrendForce expects 8-Hi HBM stacks to carry roughly a 10% to 20% price premium per gigabit over 12-Hi stacks in 2027, as the memory mix shifts toward costlier, higher-density HBM4 configurations amid a persistent supply shortageTrendForceSep 2026- EstimateHardware121%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, byTrendForce29 Sep 2026
- EstimateHardware650 million units by 2031AI data centres are pushing copper interconnects past their limits in scale-up networks, and TrendForce projects VCSEL sales for near-packaged optics -- with Lumentum, Coherent, Broadcom and other suppliers racing to launch products -- will grow at a 38% compound annual rate from 2025 to 2031, reachingTrendForceOct 2026
- PrimaryHardware$18.0 billion, more than 11 times the $1.58 billion a year earlier, at a 90% gross marginMicron's Core Data Center Business Unit, which sells the HBM and high-capacity DRAM going into AI servers, saw revenue surge in its fiscal fourth quarter of 2026, ended 3 September 2026, reachingMicron TechnologyFQ4 2026
- EstimateHardware$31 to $32 per gigabyte, nearly double HBM3e's $17 to $18HBM4, the next generation of high-bandwidth memory feeding Nvidia's upcoming GPUs, costs far more to make than the HBM3e it replaces. Fubon Research estimated in a report TrendForce cited in August 2026 that HBM4 for Nvidia GPUs costsFubon Research via TrendForceAug 2026
- EstimateHardwareconventional DRAM contract prices will rise 10 to 15% quarter-over-quarter in Q4 2026AI servers are soaking up memory supply and squeezing everyone else, TrendForce says, forecasting thatTrendForceQ4 2026 forecast
- EstimateHardwareHBM blended average selling price projected to jump 121% year-over-year in 2027, per TrendForce (29 Sep 2026)Memory makers can't keep up with AI accelerator demand for HBM, and TrendForce just revised its 2027 price outlook higher again. It now projects the blended average selling price of HBM chips will riseTrendForcePublished 29 Sep 2026, for 2027
- PrimaryHardware64.5%, with revenue up 114.7% year-over-year to $479.0 millionCredo Technology's active electrical cables and optical DSPs link AI accelerators inside hyperscaler racks at a markup that shows up straight in its margins. In its fiscal first quarter of 2027, ended 1 August 2026, the company posted a GAAP gross margin ofCredo Technology SEC FilingQ1 FY2027
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