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Samsung Electronics (005930 KS) is reportedly considering expanding its 4nm capacity & investing in a new 2nm line to meet surging demand for HBM4 base dies & prepare for HBM5, MT reports citing sources; recently raised prices for new 4nm foundry orders
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Samsung Electronics is reportedly considering expanding 4nm capacity and investing in a 2nm line for HBM4 and HBM5, while raising 4nm foundry prices amid accelerating HBM4 revenue.
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Co. reportedly expects Q3 HBM4 revenue to more than triple Q/Q, accounting for over 60% of HBM revenue in H2.
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