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Field-Checking Samsung HBM4 1c Yield Buzz & Samsung Life Law Play Inside Look
780 Views12 Jul 2025 22:15
This is a field-check on the buzz around Samsung’s HBM4 1c process hitting that critical 70% yield milestone, plus an inside look at the Samsung Life Law play.
What is covered in the Full Insight:
- Introduction
- Samsung's HBM4 Developments
- Yield Controversies and Market Sentiment
- Potential Market Strategies
- Regulatory Environment and Samsung Life Law
Boomeranged on Thu, 24 Jul 2025 09:18
Some bearish noise circling this morning on Samsung’s HBM4 timeline—2H mass production now likely slipping to 2025, with PRA pushed to Q4. Early R&D tests show ~65% yield (on compute dies), but mass production yield still uncertain. Sample shipments to key clients like NVIDIA due this quarter (slipped a bit). Full 1c DRAM redesign shows promise, but yield stability and cost remain swing factors.
SUMMARY
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