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According to a report from DigiTimes on July 12, HBM4 prices could surge in the second half of 2026 to $4–5 per gigabit or even higher, up from the current level of around $2. The increase is driven by a surge in AI demand and production bottlenecks. This price rise reflects the manufacturing complexity of HBM4, including long production cycles and low initial yields; at the same time, the wafer capacity consumed by HBM production is about three times that of standard DDR5 DRAM, severely limiting the total output of existing facilities.