NuAxiSemiconductor trade intelligence

RT NEWS: 🔥 Fresh off #HBM4 deliveries to NVIDIA, the memory big three are already eyeing the next front: Samsung leans on 1c DRAM and its in-house ...

What happened

Samsung Electronics is focusing on 1c DRAM and in-house 4nm logic dies, while SK hynix is reportedly considering a shift to TSMC's 3nm process for its logic dies. This follows recent HBM4 deliveries to NVIDIA. The move signals strategic capacity planning but does not yet impact current spot prices.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

DRAMLogic Dies

Samsung Electronics SK hynix TSMC

capacity_expansiontechnology_routelogic_dies

Source and time

Source: TrendForce Official (Market Data) · 3/19/2026 · View original source

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RT NEWS: 🔥 Fresh off #HBM4 deliveries to NVIDIA, the memory big three are already eyeing the next front: Samsung leans on 1c DRAM and its in-house ...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings