NuAxiSemiconductor trade intelligence

RT NEWS: 📈 #Samsung Foundry’s revival is being unexpectedly fueled by memory. Strong demand for 4nm-based HBM4 base dies is lifting utilization, w...

What happened

Samsung Foundry targets 100% utilization for 4nm-based HBM4 base dies by year-end, up from 70-80% currently, driven by strong demand. This capacity constraint signals a potential supply squeeze for HBM4. Bullish signal for HBM4 pricing and availability.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

HBM4HBM4 Base Dies

Samsung Electronics

shortageprice-hikecapacity-constraint

Source and time

Source: TrendForce Official (Market Data) · 8/3/2026 · View original source

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RT NEWS: 📈 #Samsung Foundry’s revival is being unexpectedly fueled by memory. Strong demand for 4nm-based HBM4 base dies is lifting utilization, w...

What happened

Impact and signal

Affected components and suppliers

Source and time

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