Samsung’s 4nm and 2nm yield rates have increased significantly, and HBM’s market share is expected to reach 40%

First submission 09-12 23:50

Update time 09-13 07:05

Samsung’s 4nm and 2nm yield rates have both increased significantly. (Reuters)

[Compiled by Wei Guojin/Taipei Report] South Korea's KB Securities predicted on the 11th that due to the increase in high-bandwidth memory (HBM) market share and the improvement in wafer foundry yield, Samsung Electronics' future growth is expected. Samsung has also formed a strategic alliance with TSMC in its next-generation high-bandwidth memory zHBM, in order to join forces to expand HBM territory.

Samsung's HBM market share in the second quarter was 33%, and KB Securities predicts that it will be close to 40% in the fourth quarter. This is because Samsung's HBM4 sales in the third quarter are expected to more than triple from the previous quarter, and HBM4 is expected to account for 60% of total HBM sales in the second half of this year. Samsung has provided HBM4E samples to major customers and has fully mass-produced HBM4.

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Samsung also announced the development blueprint for its next-generation high-bandwidth memory, zHBM. Lee Chang-min, a researcher at KB Securities, pointed out that “zHBM, which improves heat dissipation issues and significantly increases bandwidth, can be provided through Samsung Electronics’ one-stop solution and strategic alliance with TSMC, etc.”

Samsung's wafer yield has also improved. Samsung's 4-nanometer process yield has exceeded 80%, and its 2-nanometer GAA yield has also increased to more than 70%.

Li Changming said, "The yield rate of the 4-nanometer process is actually close to TSMC's competitive level, while the 2-nanometer process has also increased rapidly from less than 50% at the beginning of the year; the improvement in the yield rate of the 2-nanometer process is expected to accelerate sales growth in the future, not only improving Samsung's foundry performance, but also increasing the competitiveness of HBM's basic die."

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