Samsung HBM Share Nears 40% as 2nm Yield Tops 70% - Businesskorea

Samsung Electronics is driving a broad recovery in its semiconductor business by expanding its share in the high-bandwidth memory (HBM) market and improving foundry process yields. According to a repo... Read original →

Samsung’s HBM market share is approaching 40%, while 2nm process yield surpasses 70%, signaling a full recovery in its semiconductor business. HBM4 revenue is projected to surge significantly, accounting for over 60% of HBM income in the second half of the year, reflecting strong demand from AI infrastructure investments. Improved 2nm GAA yields not only boost foundry profitability but also enhance the competitiveness of base dies used in next-gen HBM. Global tech giants like Google, Amazon, Baidu, and Alibaba continue ramping up AI compute capacity, prolonging memory shortages through at least 2028 due to a three-year production lead time. This technological shift is reshaping industry dynamics, pressuring competitors like TSMC and UMC. Samsung’s strategy of combining process leadership with supply chain control positions it strongly for the AI era. Over the next 12–24 months, HBM supply chains will intensify, with technical barriers and capacity control becoming decisive factors in market dominance.