NuAxiSemiconductor trade intelligence

[News] Samsung May Repurpose R&D Line for Foundry, Targeting 2nm HBM Base Dies for Future NVIDIA Demand

What happened

Samsung plans to convert its NRD-K Line 2 R&D facility into a foundry line for 2nm HBM base dies by late 2028 to secure capacity for NVIDIA's next-gen HBM5 demand. This shift leverages the GAA-based 2nm process to address the critical shortage of high-bandwidth memory. The move signals a bullish supply outlook for HBM5 as Samsung targets mass production in the second half of 2028.

Impact and signal

Medium impactImpact score: 65/100

Affected components and suppliers

HBMHBM52nm Base Dies

Samsung Electronics

HBMCapacity ExpansionNVIDIA2nm

Source and time

Source: TrendForce · 8/13/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Samsung accelerates HBM hybrid bonding line to meet Nvidia demandDigiTimes Asia · 2/16/2026
Advanced logic processes are becoming increasingly important to the HBM supply chain as demand for customized HBM (cHBM) grows. Starting with the HBM4...TrendForce Official (Market Data) · 10/19/2026
Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tightenTom's Hardware · 4/30/2026
HBM could take nearly 30% of DRAM wafer capacity next year, up from about 20% now, says #Samsung EVP Kim Taewoo. With #HBM and conventional #DRAM comp...TrendForce Official (Market Data) · 9/29/2026
Samsung union plans 18-day strike, adding risk to HBM supply chainDigiTimes Asia · 3/9/2026
AUROS Technology Targets Mass Supply of 1nm-Level Metrology Tools This YearThe Elec · 4/3/2026

[News] Samsung May Repurpose R&D Line for Foundry, Targeting 2nm HBM Base Dies for Future NVIDIA Demand

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings