Sources: Samsung Allocates Over Half of Its 4nm Capacity to HBM4 Chips
Bubble signal: +1 · Overheating evidenceRelevance 60Chips & ComputeGlobal
Source: 36Kr · Published 2026-09-08
Summary
Samsung Electronics plans to significantly increase HBM4 supply starting in Q3 this year, and has already ramped up wafer input. As of last month, over 50% of Samsung's total 4nm capacity was allocated to HBM4 chips, indicating a full push into the high-bandwidth memory market.
Bubble analysis
This news shows a chipmaker shifting significant capacity to an AI-related product (HBM4), part of the AI hardware investment boom. However, it provides no specific dollar amounts or valuations, so it offers limited direct evidence on the bubble question.
#memory#samsung#hbm4#capacity
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