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

Odaily Odaily reported 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 more in the second half of 2026. This is partly due to the extreme complexity of the HBM4 manufacturing process: its production cycle spans four to six months, with significantly low initial yields. 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)