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Institution: HBM4 prices may rise to $4–$5 per kilobit in the second half of this year
BlockBeats, July 12: DigiTimes reports that driven by a surge in AI demand and structural production capacity bottlenecks, the price of next-generation HBM4 in the second half of 2026 may rise from $2 per kilobit to $4-5 per kilobit or higher. Part of this is due to the extreme complexity of the HBM4 manufacturing process: its production cycle lasts four to six months, and its initial yields are significantly lower.
On the other hand, the wafer capacity consumed by HBM production is about three times that of standard DDR5 DRAM, severely limiting the total memory that manufacturers can produce in existing facilities. (Jin10)