---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000894712.md"
description: "KB Securities sees Samsung boost HBM4 share and foundry yields in South Korea> Samsung's 33% share of the HBM market in the second quarter this year, is expected to approach a 40% share in the fourth quarter. > HBM4 sales in the third quarter will increase more than threefold from the previous quarter, and HBM4 is expected to account for more than 60% of total HBM sales in the second half.> Samsung's foundry has stabilized its 4-nanometer Production yield at over 80%, while the 2-nanometer GAA yield has quickly improved to over 70%, restoring mass-production competitiveness in leading-edge processes."
datetime: "2026-09-10T23:06:54.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000894712.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000894712.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000894712.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# KB Securities sees Samsung boost HBM4 share and fo…


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## Comments (1)

- **Bond · 2026-09-11T03:47:44.000Z**: the read across landed immediately, micron fell close to five percent in the same session, so share shifts in hbm are being treated as zero sum.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**