
TrendForce研究顯示,AI伺服器需求擴張導致HBM與傳統DRAM競爭先進製程產能,預期2027年記憶體供應持續緊縮,blended ASP年增幅達121%。雖GPU與ASIC業者考量降低HBM容量至8hi以降低成本,但每Gb價格可能較12hi高10-20%,整體價格上漲趨勢難以扭轉。
AI-generated summary
AI伺服器需求持續擴張,導致HBM與傳統DRAM競爭有限的先進製程及晶圓產能,新世代產品良率與產出提升仍需時間。
預期2027年記憶體供應將持續吃緊。(示意圖,路透)
〔記者卓怡君/台北報導〕根據TrendForce最新研究顯示,AI伺服器需求持續擴張,HBM與conventional DRAM仍競逐有限的先進製程及晶圓產能,加上新世代產品的良率與產出提升仍需時間,預期2027年記憶體供應將持續吃緊,在整體記憶體價格維持上行趨勢的情況下,供應商對2027年HBM漲價態度亦更為明確,為反映整體供應持續緊張,加上高價HBM4占比提升、HBM4e於2027年下半年逐步放量帶動,TrendForce上修2027年HBM價格展望,預期blended ASP年增幅度將達121%。
TrendForce指出,近期GPU與ASIC業者陸續討論降低HBM搭載容量,主要考量並非終端運算需求轉弱,而是HBM供應有限及整體系統成本快速上升。相較先前規劃的12hi HBM產品,8hi所需的DRAM die數量較少,有助於降低單顆stack成本及GPU整體物料成本,亦可在相同HBM位元產出下支援更多GPU出貨。因此,在HBM供應持續緊張的情況下,8hi預計成為2027年多家GPU與ASIC業者優先評估的方案,作為GPU業者在效能、供應量與成本之間的折衷方案。
請繼續往下閱讀...
不過,HBM容量下調並不代表每單位容量(per Gb)價格將同步降低。由於每顆HBM均需搭載一顆base die,相關成本不會隨堆疊層數減少而等比例下降;8hi產品可分攤base die成本的DRAM容量低於12hi,因此換算後的per-Gb成本反而較高。TrendForce預期,2027年8hi產品的per Gb價格可能較12hi溢價約10-20%。
整體而言,TrendForce認為,2027年HBM市場將延續供給緊缺格局,在供應緊張與成本上升的雙重考量下,8hi規格的滲透率將進一步提升,成為更多GPU與ASIC業者優先評估的方案;惟其 per Gb 成本結構相對12hi存在溢價,仍是客戶於規格議價與供應鏈布局上需納入評估的重要變數。因此,2027年HBM容量調整雖可部分緩解GPU成本壓力,但難以扭轉HBM整體價格大幅上漲的趨勢。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
2027年HBM blended ASP年增幅將達121%
Likely · Within years
8hi HBM將成為2027年多家GPU與ASIC業者優先評估的方案
Likely · Within years
2027年8hi產品的per Gb價格可能較12hi溢價約10-20%
Possible · Within years

Although true wireless Bluetooth headsets are mainstream, because Generation Z regards wires as a fashionable outfit element, and with the advantages of no sound quality loss and battery anxiety, major manufacturers such as Sony and Bose have returned to the wired headset market and switched to USB-C connection holes to increase practicality.

On September 29, the State Council Information Office held a press conference to introduce the progress of building a scientific and technological power during the "15th Five-Year Plan" period. Yin Hejun, Minister of Science and Technology, said that my country's scientific and technological innovation has leapt to a new level in the past five years. In 2025, the entire society's R&D investment will exceed 3.92 trillion yuan, accounting for 2.8% of GDP.

The China Meteorological Administration released the "Meteorological Data Management Measures" today, which will be officially implemented on November 1. This measure establishes rules and regulations around data supply, circulation and utilization, safety assurance, supervision and management, etc., and fills the gaps in the system of meteorological data confirmation and authorized operation.

Experts pointed out that the current specific progress of AI in the field of cancer is mainly reflected in assisting early detection and diagnosis, such as discovering subtle clues of pancreatic cancer from CT images that were judged to be normal in the past. However, they emphasized that cancer is complex and diverse, and AI cannot solve biomedical problems by relying on computing power alone. Experimental verification and clinical trials are still needed.
Yang Jun, deputy director of the Guangdong Provincial Department of Science and Technology, announced that the Guangdong Provincial People's Government has decided to hold the International Humanoid Robot Basketball Challenge (RBA) in Guangzhou in mid-to-early April 2027, aiming to promote the integrated development of science and technology and industry in cutting-edge fields such as artificial intelligence and humanoid robots. The event consists of competitive competitions and exhibition competitions, which are open to the world. Domestic and foreign companies, universities, etc. can participate.

Nvidia announced a record US$150 billion share buyback and launched the Open Agent Safety Platform, with CEO Jensen Huang urging US-China collaboration on AI safety despite political tensions, emphasizing that competitors can still work together to prevent AI harm.