DigiTimes says HBM4 pricing could reach $4-$5 per kilobit in the second half of 2026
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.








