Samsung Considers Expanding 4nm Capacity as HBM4 Demand Surges

Memory demand, particularly for high-bandwidth memory, continues to outpace available supply. That trend is working out exceptionally well for Samsung Electronics, which remains one of the largest and most influential players in the global semiconductor industry.

The company is now reportedly considering expanding its 4nm capacity to meet the rapidly increasing demand for HBM4 base dies.

Samsung Has What Everyone Wants

Korean media outlets are reporting that in addition to expanding its 4nm capacity, Samsung is further weighing a substantial investment in a brand-new 2nm production line to prepare for the transition to HBM5. This soaring market demand is also granting Samsung greater pricing leverage, with the tech giant reportedly hiking prices recently for new 4nm foundry orders as well as for HBM4 base dies.

Samsung's current production line dedicated to the 4nm process is operating at full capacity. Aside from being utilized for HBM4 base dies, these 4nm production lines are also deployed to manufacture advanced chips for various external clients. Given the heavy workload and high market demand for this specific process node, Samsung has adjusted pricing upward for new 4nm foundry bookings.

As the broader semiconductor industry gears up for a shift toward next-generation HBM5 chips, Samsung is reportedly scaling up its 2nm production capabilities to satisfy future orders. This strategic move is expected to drive higher profitability, especially as Samsung projects its HBM4 revenue for the third quarter of 2026 to more than triple compared to the same period in the previous year.

Why is Samsung considering an expansion of its 4nm capacity?

Samsung is looking into expanding its 4nm capacity to keep pace with the surging market demand for HBM4 base dies and chips requested by various enterprise clients.

How is the high demand affecting Samsung's pricing strategy?

The massive industry demand has given Samsung stronger pricing power, resulting in recent price increases for both new 4nm foundry orders and HBM4 base dies.

What are Samsung's plans regarding future 2nm production lines?

Samsung is actively considering investments in new 2nm production lines to build capacity for upcoming HBM5 chips and future high-performance technologies.

🔎 Ultimately, Samsung's strategic focus on expanding its advanced semiconductor manufacturing nodes highlights its strong position in the memory and foundry markets, setting the stage for substantial financial growth and technological leadership in the years ahead.