Organization: AI Demand Surge Coupled with Capacity Constraints, Next-Gen HBM4 Price May Surge to $4-5 per Thousand Bits

BlockBeats News, July 12, DigiTimes reported that due to the surge in AI demand and structural bottlenecks in production capacity, the price of next-generation HBM4 may increase from $2 per gigabit in the second half of 2026 to $4-5 or higher. This is partly due to the extreme complexity of the HBM4 manufacturing process: with a production cycle of four to six months and significantly low initial yield.

On the other hand, HBM consumes about three times the wafer capacity of standard DDR5 DRAM, severely limiting the total memory volume that manufacturers can produce in existing facilities. (Jinse)