HBM demand · X 热门 · 2026-10-02 03:20 UTC

# HBM demand — X 热门讨论 (2026-10-02 03:20 UTC)

## @sammygurus (SammyGuru) · 10-01 11:50 · ♥30 ↻2 💬1 Samsung says AI memory demand could squeeze the RAM supply used in phones.

- HBM could take nearly 30% of global DRAM wafer capacity in 2027, up from around 20% today - Figure comes from Samsung EVP Kim Taewoo, speaking to Reuters - TrendForce estimated LPDDR5X contract prices rising 78-83% quarter-on-quarter in Q2 2026 - Pressure points for future Galaxy flagships: RAM amounts, the move to LPDDR6, component cost

What that could mean for the next Galaxy flagship, on our site. https://x.com/sammygurus/status/2105626482223485301