HBM Prices Projected to More Than Double to ~$35 Per GB by 2030 as Shipments Nearly Quadruple

HBM prices are projected to more than double to ~$35 per GB by 2030, even as shipments nearly quadruple. That is unusual for memory, where prices typically fall as production scales.
The combination could push the HBM market toward ~$640 billion by 2030, giving $MU and $SKHY an opportunity to benefit from both higher volumes and stronger pricing as HBM4 becomes more complex to manufacture.