Institution: HBM4 price may rise to $4-5 per kilobit in the second half of this year, AI demand and capacity bottlenecks lead to half of global DRAM capacity being locked by major manufacturers

Odaily Planet Daily News: A DigiTimes report shows that, impacted by surging AI demand and structural capacity bottlenecks, the price of the next-generation HBM4 is expected to rise from $2 per kilobit to $4-5 or more in the second half of 2026. This is partly due to the extreme complexity of the HBM4 manufacturing process: its production cycle lasts four to six months, and the initial yield rate is significantly low. On the other hand, the wafer capacity consumed by HBM production is approximately three times that of standard DDR5 DRAM, severely limiting the total memory volume manufacturers can produce in existing facilities. (Jin Shi)