[Institution: HBM4 Prices May Rise to $4-5 per Kbit in the Second Half of This Year, AI Demand and Capacity Bottlenecks Lock Half of Global DRAM Capacity by Major Manufacturers] Odaily Planet Daily News - According to a DigiTimes report, driven by surging AI demand and structural capacity bottlenecks, the price of next-generation HBM4 may rise from $2 per Kbit to $4-5 or higher in the second half of 2026. This is partly due to the extreme complexity of the HBM4 manufacturing process: its production cycle lasts four to six months, and initial yield rates are significantly low. Additionally, HBM production consumes approximately three times the wafer capacity of standard DDR5 DRAM, severely limiting the total memory output manufacturers can produce within existing facilities. (Jin10)