NuAxiSemiconductor trade intelligence
Samsung is Transforming Old 2D NAND Fabs Into Modern HBM4 Production
What happened
Samsung is converting its Hwaseong Line 12 fab, which has a monthly capacity of 80k-100k 12-inch wafers, from 2D NAND to 1c DRAM production for HBM4. This move reallocates significant capacity from a legacy, low-demand technology to a high-demand AI memory segment. Bullish: This planned capacity shift reduces future 2D NAND supply while increasing HBM4/DRAM output, tightening supply for legacy NAND and supporting HBM availability.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
Source and time
Source: TechPowerUp · 2/25/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders