Samsung considers expanding 4nm capacity as HBM4 demand rises

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Sept. 28, 2026 –

HBM4 revenue expected to triple quarter-over-quarter.

By Adnan Farooqui, sammobile.com

Memory demand, particularly for high-bandwidth memory, continues to outpace supply. That's working out nicely for Samsung Electronics, which remains one of the largest players in the industry.

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

Samsung has what everyone wants

Korean media is reporting that in addition to expanding 4nm capacity, Samsung is further considering an investment in a new 2nm production line to prepare for HBM5. The demand is also handing Samsung more pricing power, with the company reportedly raising prices recently for new 4nm foundry orders as well as for HBM4 base dies.

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