Samsung HBM4 Yield Jumps to 80%, Q3 Revenue Target Tripled

Samsung's HBM4 yield surged from under 60% to 80% in six months, prompting a plan to triple Q3 revenue and target 60% of HBM sales share.

Woofun AI data shows that Samsung has elevated its HBM4 production yield to 80%, a substantial rise from below 60% at the start of mass production in February. Industry sources indicate that process improvements accelerated beyond initial end-of-year targets during the second half of the year. Consequently, Samsung intends to increase HBM4 revenue by more than three times quarter-on-quarter in the third quarter. The company also aims for HBM4 to constitute over 60% of total HBM revenue in the latter half of the year, while targeting an overall HBM market share near 38% by year-end.