Wire · operational-macro
Samsunng Electronics (005930 KS) is reportedly considering expanding its 4nm capacity ...
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Fusion42 · 22 September 2026 · Fusion42 review
Samsung Electronics is considering expanding its 4nm semiconductor production capacity and investing in a new 2nm line to meet surging demand for HBM4 base dies and prepare for HBM5. The company has recently raised prices for its new 4nm foundry orders, signaling strong demand.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 3 sources have reported it between 22 Sep 2026 and 30 Sep 2026.
◆ ◆ The Wire takeaway
Samsung's capacity push signals a wave of demand you can supply for memory-related chips as prices rise. Plan for clients upgrading to newer HBM memory generations who will need fresh production sources.
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3 sources · first reported 22 Sep 2026 · latest 30 Sep 2026
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