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Institution: In the second half of this year, HBM4 prices may rise to $4–$5 per thousand bits.

MeNews
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ME News update, July 12 (UTC+8): DigiTimes reported that, driven by a surge in AI demand and structural 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. This is partly because the HBM4 manufacturing process is extremely complex: its production cycle lasts four to six months, and initial yields are significantly low. 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 output manufacturers can produce in existing facilities. (Jin10) (Source: BlockBeats)
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