KB Securities said in a Sept. 11 report that Samsung Electronics could raise its share of the high-bandwidth memory, or HBM, market from 33% in the second quarter to 40% in the fourth quarter. The report attributed the projected gain mainly to HBM4, with third-quarter sales expected to increase by more than three times from the previous quarter. It also said HBM4 is likely to account for more than 60% of Samsung’s total HBM sales in the second half of the year.
The report outlined Samsung’s product roadmap as well, including full-scale mass production of HBM4, HBM4E sample shipments to core customers, an HBM5 architecture built with a 1c core die and a 2-nanometer base die, and work on next-generation ZHBM. On the foundry side, KB Securities said Samsung’s 4-nanometer yield has stabilized above 80%, while 2-nanometer gate-all-around, or GAA, yield has climbed quickly to above 70%. Analyst Kim Dong-Won said the foundry business may return to profit starting in the third quarter, and stronger 2-nanometer yields could help Samsung win orders from a major U.S. customer within the year.
KB Securities said in a Sept. 11 report that Samsung Electronics may increase its share of the HBM market to 40% in the fourth quarter, up from 33% in the second quarter.
The report said the projected increase is mainly tied to HBM4. Third-quarter HBM4 sales are expected to rise by more than three times from the previous quarter, and HBM4 is forecast to make up more than 60% of Samsung’s total HBM sales in the second half of the year.
According to the report, Samsung has set its roadmap around full-scale mass production of HBM4, HBM4E sample supply to key customers, an HBM5 architecture using a 1c core die and a 2-nanometer base die, and the next-generation ZHBM.
On the foundry side, the report said Samsung’s 4-nanometer yield has stabilized above 80%, while 2-nanometer GAA yield has risen quickly to above 70%.
KB Securities analyst Kim Dong-Won said the foundry business may swing back to profit starting in the third quarter, and improved 2-nanometer yields could help the company secure orders from a major U.S. customer within the year.
This article was originally published by Bit.Fan. For more cryptocurrency news and market insights, visit www.bit.fan. Disclaimer:
The market information, project data, and third-party content displayed on this platform are for industry information sharing only and do not constitute any form of investment advice or return commitment.
Cryptocurrency trading carries high risks. Users should fully assess their risk tolerance and make independent decisions. All profits, losses, and legal responsibilities are borne by the users themselves.
