Wire · opportunities
KB Securities sees Samsung boost HBM4 share and foundry yields in South Korea
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Fusion42 · 11 September 2026 · Fusion42 review
Samsung Electronics is expanding its share in the High Bandwidth Memory (HBM) market, targeting nearly 40% by Q4 2026, driven by increased HBM4 sales and innovations like ZHBM. Its foundry business is also improving yield rates on advanced nodes, poised for profitability and competitiveness with TSMC.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 5 sources have reported it between 7 Sep 2026 and 11 Sep 2026.
◆ ◆ The Wire takeaway
Samsung's rising HBM market share and foundry yield improvements create new openings for component suppliers and packaging partners. You should reposition offerings for a fast-growing, integrated chip production scale in South Korea.
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5 sources · first reported 7 Sep 2026 · latest 11 Sep 2026
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