Samsung Foundry Allocates Half of 4 nm Capacity for HBM4 Base Dies

Samsung Foundry is allocating half of its 4 nm (SF4) manufacturing capacity to HBM4 base die production, enabling customers to integrate custom logic such as memory controllers and PHYs directly on the base die, which could boost performance and reduce module size. This capacity allocation is part of Samsung's effort to increase its share in the HBM market, which has risen to 38% by revenue in Q2 2026.

This Wire brief sits within Fusion42's coverage of Semiconductors.