Samsung's HBM4 Yield Reaches 80% Four Months Ahead of Schedule, Aiming to Increase HBM Market Share to Around 38% by the End of the Year

BlockBeats News, August 9th. According to the South Korean newspaper Seoul Economic Daily, Samsung Electronics, which was the first in the world to mass produce and ship the sixth-generation High Bandwidth Memory HBM4 in February this year, has recently achieved a yield rate close to 80%. The initial yield rate during mass production was less than 60%, but it stabilized within six months, reaching about 80% ahead of the original goal set for the end of the year by approximately 4 months. In the semiconductor industry, an 80% yield rate is usually referred to as the "golden yield," indicating that a company can ensure stable production volume, reduce defect rates, and improve profitability simultaneously.

Samsung Electronics stated that as the HBM4 yield rate enters a stable range, the company plans to increase third-quarter HBM4 revenue to more than three times that of the previous quarter and raise the proportion of HBM4 in the overall HBM revenue in the second half of the year to over 60%. The company has also set a goal to increase its HBM market share to about 38%, which is close to its DRAM market share, by the end of the year. The increased supply of HBM4 will also drive the production of NVIDIA's Vera Rubin AI accelerator.

Lee Jong-hwan, a professor in the Department of System Semiconductor Engineering at Sangmyung University in South Korea, stated that for major customers like NVIDIA, it is more advantageous to purchase from multiple suppliers than rely on a single company. Samsung Electronics can expand HBM4 supply and quickly increase market share.