Samsung Electronics has lifted the yield of its sixth-generation HBM4 memory to roughly 80%, about four months earlier than its original year-end target, according to Korea's Seoul Economic Daily. The company began mass production and shipment of HBM4 in February, and early yields were below 60% before stabilizing within half a year.
Samsung said the yield has now entered a stable range, and it plans to more than triple HBM4 revenue in the third quarter from the previous quarter. HBM4 is expected to account for more than 60% of the company's overall HBM revenue in the second half. By the end of the year, Samsung aims to lift its HBM market share to about 38%, a level close to its share in DRAM.
The larger HBM4 supply is also expected to support production of Nvidia's Vera Rubin AI accelerators. Lee Jong-hwan, a professor at Sangmyung University's Department of System Semiconductor Engineering, said major customers such as Nvidia benefit from multi-supplier sourcing rather than relying on one vendor. That gives Samsung room to expand HBM4 shipments and gain share quickly.
BlockBeats reported on Aug. 9, citing Korea's Seoul Economic Daily, that Samsung Electronics' sixth-generation high-bandwidth memory HBM4 has reached a yield of nearly 80%. Samsung was the first in the world to begin mass production and shipment of HBM4 in February. Initial production yields were below 60%, but the process stabilized within six months. That puts the company about four months ahead of its original plan to hit 80% by the end of the year.
In the semiconductor industry, 80% yield is often called 'golden yield.' It signals lower defect rates, stable output and better profitability.
Revenue targets and market share
Samsung said that with HBM4 yields in a stable range, it aims to more than triple HBM4 revenue in the third quarter from the previous quarter. During the second half, HBM4 is expected to account for more than 60% of total HBM revenue. The company has also set a year-end target to raise its HBM market share to roughly 38%, a level comparable to its DRAM market share.
Nvidia supply and customer strategy
The increase in HBM4 supply should support production of Nvidia's Vera Rubin AI accelerators. Lee Jong-hwan, a professor in the Department of System Semiconductor Engineering at Sangmyung University, said that for major customers like Nvidia, buying from multiple suppliers is more favorable than depending on a single company. Samsung can expand HBM4 supply and quickly increase its market share.
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