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👀 After its HBM4 yield reportedly hit 80%, Samsung is already looking ahead. It is reportedly weighing a shift of NRD-K Line 2 from R&D to foundry ...

What happened

Samsung's HBM4 yield reportedly hit 80%, and it is considering shifting NRD-K Line 2 to foundry use for 2nm HBM base dies to meet future NVIDIA demand. This indicates capacity expansion and supply increase, which will likely exert downward pressure on HBM spot prices.

Impact and signal

High impactImpact score: 90/100

Affected components and suppliers

HBM4HBM

Samsung Electronics

yieldcapacityfoundry

Source and time

Source: TrendForce Official (Market Data) · 8/14/2026 · View original source

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👀 After its HBM4 yield reportedly hit 80%, Samsung is already looking ahead. It is reportedly weighing a shift of NRD-K Line 2 from R&D to foundry ...

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings