Institution: HBM4 price may rise to US$4 -5/kilobit in the second half of this year

July 12, DigiTimes reported that due to the surge in AI demand and structural bottlenecks in production capacity, the price of the next generation HBM4 may rise from US$2/kilobit to US$4 -5 and above in the second half of 2026. On the one hand, this is due to the extreme complexity of the HBM4 manufacturing process: its production cycle is as long as four to six months and the initial yield is significantly low; on the other hand, HBM production consumes approximately three times the wafer capacity of standard DDR5DRAM, severely limiting the total amount of memory that manufacturers can produce in existing facilities.