Samsung Electronics is increasing production of its sixth-generation high-bandwidth memory (HBM4) after achieving a manufacturing yield of 80%. This milestone, referred to as the 'golden yield,' was reached just six months after mass production began in February and represents a dramatic improvement from the initial sub-60% yield.
The rapid stabilization of its manufacturing process significantly strengthens Samsung's competitive position against rival SK hynix in the crucial HBM market. The company now aims to raise its HBM market share to a level similar to its DRAM share, around 38%. This increased output is expected to be vital for major customers like Nvidia and their next-generation Vera Rubin AI accelerator, with Samsung forecasting it will more than triple its HBM4 revenue in the third quarter.