Wire · opportunities
Report: Samsung's 4nm lines run at full tilt as HBM4 chips eat up to 60% of foundry output
◆ Sectors
◆ Geography
◆ Source
◆ Verified
Fusion42 · 7 September 2026 · Fusion42 review
Samsung Electronics has allocated over 50% of its 4-nanometer production capacity to high bandwidth memory (HBM4) chips, with 4nm lines operating at full capacity. The company produces about 15,000 wafers per month for HBM4 base dies at its Pyeongtaek facilities, signalling strong demand for these advanced memory components.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Samsung is prioritising HBM4 memory chip production on its advanced 4nm lines, signalling a bottleneck but opening a window for suppliers targeting the HBM supply chain. You need to explore partnerships or solutions that align with this increased production focus before capacity tightens further.
◆ Coverage
1 source · 7 Sep 2026
◆ Related on Wire
◆ Topics