Samsung 4nm Foundry Capacity Fully Loaded Until Next Year

Samsung's 4nm capacity remains fully booked through next year, driven by HBM4 and Nvidia LPU demand. The firm is pivoting customers to 5nm processes as an alternative solution.

Woofun AI reports that Samsung Electronics' 4nm wafer foundry capacity is fully utilized until next year, primarily due to surging HBM4 orders and unexpected demand for Nvidia's LPU "Grok3" inference chips. To mitigate capacity constraints, Samsung is actively promoting its validated 5nm process as an alternative, expanding its application from automotive chips to server and high-performance AI/NPU sectors.

Demand for the 5nm process has risen significantly over the past three to four months, largely from Chinese and Indian fabless companies shifting away from TSMC due to tight advanced process supply and geopolitical factors. Customer inquiries regarding the 2nm process are also ongoing.