HBM4 yield rate improves to 80%, Samsung plans to boost Q3 revenue by more than 3 times

Odaily Planet Daily News Citrini analyst Jukan posted on X platform that according to Korean media reports, Samsung has raised its HBM4 yield rate to 80%. At the initial mass production stage in February this year, the HBM4 yield rate was still below 60%, achieving significant improvement within six months. An industry insider cited by Korean media said that the original year-end yield target was set at 80%, but as production officially expands in the second half of the year, the pace of process improvement has exceeded expectations. According to reports, as HBM4 yield quickly reached expectations, Samsung has decided to increase its Q3 HBM4 revenue by more than 3 times quarter-on-quarter, and has formulated a plan for HBM4 to account for over 60% of total HBM revenue in the second half of the year. In addition, Samsung has also set a goal to increase its HBM market share by year-end, aiming to reach a level comparable to its DRAM market share, around 38%.