HBM4 yield improved to 80%, Samsung plans to boost Q3 revenue by more than threefold

Odaily Planet Daily News Citrini analyst Jukan posted on platform X that, according to South Korean media reports, Samsung has improved its HBM4 yield to 80%. At the initial mass production stage in February this year, HBM4 yield was still below 60%, achieving significant improvement within six months. An industry insider cited by South Korean media stated that the original year-end yield target was set at 80%, but as formal production expanded in the second half of the year, process improvements exceeded expectations. According to reports, as HBM4 yield quickly reached expectations, Samsung has decided to increase Q3 HBM4 revenue by more than threefold quarter-over-quarter and has formulated plans to make HBM4 account for over 60% of total HBM revenue in the second half of the year. Additionally, Samsung has set a year-end target to increase its HBM market share, planning to reach a level comparable to its DRAM market share, approximately 38%.