Institutions: HBM4 Price May Rise to $4-5 per Gigabit in the Second Half of This Year, AI Demand and Capacity Bottlenecks Lead Half of Global DRAM Capacity Locked by Major Players

Odaily reports that according to a DigiTimes report, driven by surging AI demand and structural capacity bottlenecks, the price of next-generation HBM4 may rise from $2 per gigabit to $4-5 or higher in the second half of 2026. On one hand, this is due to the extreme complexity of the HBM4 manufacturing process: its production cycle lasts four to six months, with initial yields being significantly low. On the other hand, the production of HBM consumes approximately three times the wafer capacity of standard DDR5 DRAM, severely restricting the total memory volume that manufacturers can produce in existing facilities. (Jin Shi)