Most investors think memory stocks have peaked but they are completely wrong. (Save this).
Milk Road AI Twitter · Milk Road AI (@MilkRoadAI) · 2026-06-08
Bernstein research predicts HBM4 memory pricing will surge from $16.6 per GB today to $37 per GB by 2027, challenging the market consensus that memory stocks have peaked.
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Extraction
Topics: hbm-memorymemory-semiconductorsai-hardwaresemiconductor-pricing
Claims
- Bernstein expects HBM4 pricing to nearly double from $16.6 per GB to $37 per GB by 2027.
- The consensus view that memory stocks have peaked is wrong, according to this analysis.
- AI-driven HBM demand is expected to sustain significant price increases through at least 2027.
Key quotes
Most investors think memory stocks have peaked but they are completely wrong. (Save this). Bernstein just dropped a research note that blew up in the memory world, and the number is staggering. They now expect HBM4 pricing to rise from $16.6 per GB today to $37 per GB in 2027.