Samsung Reportedly to Devote Half of Its 4nm Capacity to HBM4 Base Die Production
Bubble signal: 0 · NeutralRelevance 55Chips & ComputeGlobal
Source: IT Home · Published 2026-09-07
Summary
According to Korean media ZDNet Korea, Samsung Foundry is reserving significant capacity for HBM4 base die production, with about half of its 4nm process (SF4) capacity dedicated to this purpose. As customers demand custom logic integrated into the base die, Samsung's HBM market share reached 38% in Q2 2026, up from 15% a year earlier, while SK Hynix's share fell from 64% to 50%.
Bubble analysis
This news shows Samsung's significant market share growth in HBM, reflecting strong AI chip demand, but it does not directly provide quantitative evidence on the investment bubble. It is a supply-side dynamic in the AI supply chain with limited direct impact on bubble assessment.
#memory#samsung#hbm#skhynix
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