NVIDIA 通知主要客戶，搭載其 AI 晶片的伺服器價格將上漲超過 15%，主因在於記憶體晶片成本飆升。此次漲價主要針對搭載下一代「貝拉魯賓」與「格蕾絲布萊克威爾」架構的伺服器，漲幅因晶片世代與記憶體配置而異。此舉反映 AI 運算需求持續強勁，已對供應鏈成本造成壓力，並可能進一步推升終端機 AI 基礎設施的建置成本。
三星晶圓代工事業部採取「HBM 捆綁銷售」的交鑰匙策略，成功吸引 AI 晶片客戶。透過將高頻寬記憶體（HBM）與先進製程代工服務打包提供，三星在 4 奈米製程上實現最高 15%的漲價，並在與臺積電的競爭中開闢新戰場。此策略被視為三星代工業務力拚 2027 年轉虧為盈的關鍵佈局。
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