Galaxy Securities: The explosive demand for AI computing power construction is driving long-term storage price increases, and the proportion of HBM chip production will continue to rise

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Mars Finance News, Galaxy Securities released a mid-term strategy for the electronics industry in 2026, stating that the explosive demand for AI computing power construction is driving long-term storage price increases, and the proportion of HBM wafer shipments will continue to rise. As NVIDIA's new generation Rubin Ultra platform is about to be launched, the capacity of HBM per GPU will be further increased to 384GB. Coupled with the continuous increase in AI ASIC shipments, this will drive HBM demand to surge again. TrendForce estimates that the proportion of HBM wafer shipments in total DRAM wafer shipments will rise from 18% in 2025 to about 30% in 2027; the supply share of HBM bits will also increase from 8% to approximately 13%. Additionally, with the explosive growth of edge AI technology, 3D stacked DRAM solutions are becoming a key technological path to break through traditional storage bottlenecks.
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