A DigiTimes report said next-generation HBM4 pricing could rise from $2 per kilobit to $4-$5 or higher in the second half of 2026, as AI demand accelerates and structural capacity constraints tighten supply. The report points to two main drivers. First, HBM4 is difficult to manufacture: production takes four to six months, and initial yields are meaningfully low. Second, HBM production consumes about three times the wafer capacity required for standard DDR5 DRAM, limiting how much total memory output manufacturers can produce with existing facilities. The item was cited by BlockBeats on July 12, with Jin10 referenced as the source carrying the report details. The report focuses on memory pricing pressure tied to supply-side bottlenecks rather than a short-term market move.
BlockBeats reported on July 12 that a DigiTimes report said next-generation HBM4 pricing could climb from $2 per kilobit to $4-$5 or higher in the second half of 2026, driven by a surge in AI demand and structural production bottlenecks.
Why pricing may move higher
DigiTimes said HBM4 is extremely complex to produce. Its manufacturing cycle runs about four to six months, while initial yields are notably low.
The report also said HBM production uses roughly three times the wafer capacity of standard DDR5 DRAM. That limits the total amount of memory manufacturers can produce with existing facilities.
The item cited Jin10.
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