DigiTimes报告显示，受AI需求激增、产能结构性瓶颈影响，下一代HBM4价格2026年下半年或从2美元/千比特涨至4-5美元及以上。
据Odaily星球日报报道，原因包括HBM4制造过程复杂、生产周期长达四到六个月且初始良率显著偏低；同时HBM生产耗用的晶圆容量约为标准DDR5DRAM的三倍，限制制造商在现有设施中可生产的总内存量。
AI需求激增下，HBM4价格或翻倍
2026-07-12 07:13:49
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
Previous article：
币安钱包已集成Robinhood ChainNext article：
Binance Wallet has integrated Robinhood Chain
