Samsung Electronics has reportedly pushed the yield rate of its HBM4 memory to 80%, according to South Korean media coverage cited by Jukan, an analyst at Citrini, in a post on the X platform. Yield rates were still below 60% when mass production began in February of this year, meaning the improvement came within about six months. One industry source quoted by the Korean media said the year-end yield target had originally been set at 80%, but process improvements ran ahead of expectations as production volumes formally expanded in the second half, the source added. Samsung has decided to raise third-quarter HBM4 revenue by more than three times sequentially, and plans for HBM4 to account for more than 60% of total HBM revenue in the second half, the reports said. For year-end, Samsung also set a goal to lift its HBM market share to roughly 38%, a level comparable to its DRAM market share.
Samsung Electronics has reportedly pushed the yield rate of its HBM4 memory to 80%, according to South Korean media reports cited by Jukan, an analyst at Citrini, in a post on the X platform.
Yield rates were still below 60% when mass production began in February of this year. That puts the improvement within roughly six months. One industry source quoted by the Korean media said the year-end yield target had originally been set at 80%, but process refinements moved faster than expected once production volumes formally expanded in the second half.
With yields hitting expectations ahead of schedule, Samsung has decided to lift third-quarter HBM4 revenue by more than three times quarter over quarter. The company also plans for HBM4 to make up more than 60% of its total HBM revenue in the second half of this year, the reports said.
Separately, Samsung has set a year-end goal of raising its HBM market share to roughly 38%, a level comparable to its DRAM market share.
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