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Samsung shifts M2800 modem to 2nm, frees 4nm capacity for HBM base dies
What happened
Samsung Electronics is transitioning its 4nm production capacity to HBM, with its next-generation mobile modem, the M2800, set to move to a 2nm process. The freed 4nm capacity will primarily support production of HBM base dies, which handle control functions at the bottom of HBM stacks. The source does not state the cause of this capacity shift.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
M2800 modemHBM base dies4nm capacity2nm process
Source and time
Source: DigiTimes Asia · 10/21/2026 · View original source
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