📌 NVIDIA’s HBM Procurement Could Increase Flexibility to Switch Suppliers
The key to long-term HBM growth is not just shipment volume, but also whether prices can continue to rise as capacity expands. One forecast predicts that by 2030, HBM prices could rise to around USD 35 per GB, while shipments approach 4 times their current level. If both forecasts materialize, the market could approach USD 640 billion. However, this is only a prediction on social media, not a verified industry pricing trend. Traditional memory capacity expansions are often accompanied by falling prices, and whether HBM can break this pattern remains a core uncertainty.
Another post claims that NVIDIA has reportedly asked Samsung, Micron, and SK hynix to manufacture base dies for next-generation custom HBM using TSMC’s 3-nanometer process. If true, a unified base-die design could make it easier for NVIDIA to adjust orders among suppliers; TSMC could then earn related manufacturing revenue regardless of which manufacturer ultimately supplies the product. This is speculation about procurement mechanisms and is not supported by any public disclosure from NVIDIA or the suppliers involved.
Taken together, the two pieces of information paint a scenario in which both HBM prices and sales grow, while NVIDIA retains flexibility to allocate supply among vendors. But the price forecast, shipment growth, and procurement arrangements all remain unverified, and cannot be taken as confirmation that suppliers have secured definite orders or that HBM prices will continue to rise.
▌ Sources