Institution: HBM4 price may rise to $4-5/千比特 in the second half of this year, with AI demand and capacity bottlenecks causing half of global DRAM产能 to be locked in by major manufacturers

Odaily Planet Daily 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 $2/千比特 to $4-5/千比特 or more in the second half of 2026. This is due, on one hand, to the extreme complexity of the HBM4 manufacturing process: its production cycle takes four to six months, and initial yields are significantly low; on the other hand, the wafer capacity consumed in HBM production is about three times that of standard DDR5 DRAM, severely limiting the total memory volume manufacturers can produce in existing facilities. (金十)