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Sep 10 at 11:06 PM
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.The copyright of this article belongs to the original author/organization.
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