HBM4 Prices Expected to Rise to $4-5 per Thousand Bits in the Second Half of 2026
Prefer us on GoogleAccording to a report by DigiTimes, driven by a surge in AI demand and structural bottlenecks in production capacity, the price of the next-generation HBM4 is expected to rise from $2 per thousand bits to $4-5 and above in the second half of 2026. The manufacturing process of HBM4 is extremely complex, with production cycles lasting four to six months and initial yields significantly low. Additionally, the wafer capacity used in HBM production is about three times that of standard DDR5 DRAM, severely limiting the total memory that manufacturers can produce with existing facilities.
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