According to CoinMeta, institutions stated that the potential demand driven by the growth of servers CPU managed by Agent AI and AI will further push up the prices of traditional DRAM. In the second quarter of 2026, the price of traditional DRAM increased month-on-month, while the price of HBM decreased year-on-year, with a particularly significant drop in the average price of HBM, mainly due to the reduction in prices of existing HBM3E products and delays in the release of HBM4. As the price of traditional DRAM continues to rise, it is expected that the price of HBM will rebound next year. The vice president of research at Counterpoint Research pointed out that what is worth watching in the second half of 2026 is how ChangXin Memory will use the recent IPO to further drive the expansion of production capacity for HBM and LPDDR6. If ChangXin Memory is able to expand its production capacity to meet domestic and international market demands, its market share is expected to increase further, and the market landscape may also change accordingly.