Wire · technology
Samsung makes HBM4 a central priority for its 4nm fabs
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Semiconductors
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South Korea
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Fusion42 · 7 September 2026 · Fusion42 review
Samsung is allocating over half of its 4nm fabrication capacity to producing HBM4 base dies to meet rising AI-driven demand for high-bandwidth memory, boosting its foundry and memory businesses in 2026.
This Wire brief sits within Fusion42's coverage of Semiconductors, and 2 sources have reported it.
◆ ◆ The Wire takeaway
Samsung’s major shift to HBM4 chip production opens a direct route to AI hardware customers like NVIDIA, making you rethink your supply chain and competitive positioning now.
◆ Coverage
2 sources · 7 Sep 2026
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Semiconductorshb-memory4nm-fabsai-demandchip-productionsamsung-foundry