POPA ReconHBM4/4E는 가격 두 배 이상 오를듯
HBM4/4E는 가격 두 배 이상 오를듯 → HBM4/HBM4E is also being used as a pricing reset. The call cites HBM3/3E contracts around ~$530–550 per device versus ~$800–1,400 for HBM4/4E. The exact magnitude is difficult to verify given pricing varies materially by stack, density, customer and contract period.
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