NuAxiSemiconductor trade intelligence
Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia
What happened
Samsung Electronics is advancing its HBM4 development with a yield improvement, attributed to an upgrade to a 4nm-based programmable PMBIST testing architecture. This is part of its strategy to catch up to SK Hynix in the HBM market. Neutral: This is a long-term R&D milestone with no immediate impact on supply, pricing, or trading decisions for existing HBM products.
Impact and signal
Low impactImpact score: 12/100
Affected components and suppliers
HBM4
Source and time
Source: DigiTimes Asia · 4/20/2026 · View original source
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