BlockBeats News, July 12th, 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 to $4-5 or higher in the second half of 2026. This is partly due to the extreme complexity of the HBM4 manufacturing process: with a production cycle of up to four to six months and significantly low initial yield.

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