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[News] HBM4 Strategies Diverge: Samsung Reportedly Chases 80% 1c DRAM Yield While SK hynix Trims Shipments by 30%

What happened

SK hynix plans to cut HBM4 shipments by 20-30% in 2026 due to NVIDIA's delayed Rubin platform optimization, shifting demand to HBM3E. Samsung aggressively targets raising its HBM4 1c DRAM yield from below 60% to 80% to manage high EUV process costs and compete on performance. 利多: HBM3E demand; 利空: HBM4 near-term supply; 关注: HBM4 yield ramp and Rubin validation timeline.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

HBM4HBM3EServer DRAM

Samsung Electronics SK hynix NVIDIA

yieldshipment-cutdemand-shiftvalidation-delay

Source and time

Source: TrendForce · 4/14/2026 · View original source

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[News] HBM4 Strategies Diverge: Samsung Reportedly Chases 80% 1c DRAM Yield While SK hynix Trims Shipments by 30%

What happened

Impact and signal

Affected components and suppliers

Source and time

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