NuAxiSemiconductor trade intelligence

Could #Samsung finally close the gap with #SKhynix in the #HBM race? With #HBM4 yields reportedly hitting 80%, the second half could be a game changer...

What happened

Samsung's HBM4 yield has reportedly climbed to 80%, supporting its year-end target of 38% HBM market share. This significant improvement from 60% at the start of mass production indicates accelerated capacity ramp-up.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

HBM4

Samsung Electronics

shortagecapacityprice-hike

Source and time

Source: TrendForce Official (Market Data) · 8/9/2026 · View original source

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Could #Samsung finally close the gap with #SKhynix in the #HBM race? With #HBM4 yields reportedly hitting 80%, the second half could be a game changer...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings