NuAxiSemiconductor trade intelligence

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand

What happened

Samsung Foundry shows signs of recovery with rising utilization at 4nm lines driven by AI chips and HBM4 demand. This shift follows a prolonged downturn and signals tightening supply for advanced nodes.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

4nmHBM4AI Chips

Samsung Electronics

utilizationrecoveryAIHBM4

Source and time

Source: DigiTimes Asia · 5/12/2026 · View original source

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Samsung Foundry comeback takes shape&mdash;AI chips, HBM4 lift 4nm demand

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings

Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand