NuAxiSemiconductor trade intelligence
[News] Samsung Reportedly Eyes 2nm Base Die for HBM5, 1d DRAM HBM5E; HBM4 to Exceed 50% of Output
What happened
Samsung plans to triple HBM production this year, with HBM4 exceeding 50% of output, while developing HBM5/HBM5E using 2nm base dies and 1d DRAM. This aggressive capacity expansion signals a significant supply increase, exerting downward pressure on HBM prices.
Impact and signal
High impactImpact score: 85/100
Affected components and suppliers
HBM4HBM5HBM5E1d DRAM2nm Base Die
Source and time
Source: TrendForce · 3/17/2026 · View original source
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