Report: Samsung Electronics' HBM4/HBM4E production may double next year, with product占比 rising from 40% to 80%.
Samsung Electronics plans to at least double the actual production of HBM4 and HBM4E next year compared to this year, according to the Seoul Economic Daily. Concurrently, the proportion of the HBM4 series in Samsung's total HBM shipments is expected to significantly increase from approximately 40% this year to about 80% next year. To achieve this goal, Samsung plans to increase the outsourced cleaning volume of "glass substrates," a critical consumable in the HBM production process, from 20,000 units per month this year to 50,000 units per month next year, a 2.5-fold increase. Samsung's overall average monthly HBM wafer input is projected to expand from approximately 180,000 units this year to about 250,000 units next year, an increase of nearly 40%.
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