{
  "id": 8764652,
  "title": "Samsung is expected to more than double output of its HBM4 and HBM4E DRAM",
  "url": "https://urgent.news/2026/09/20/samsung-is-expected-to-more-than-double-output-of-its-hbm4-and-hbm4e-8764652",
  "topic": "tech",
  "section": "Tech",
  "published": "2026-09-20T17:38:50.000Z",
  "source": {
    "name": "Hacker News Best",
    "slug": "hacker-news-best",
    "url": "https://en.sedaily.com/finance/2026/09/20/samsung-to-double-hbm4-output-next-year-sources-say"
  },
  "original_language": "en",
  "account": "Samsung Electronics is projected to more than double the production of its HBM4 and HBM4E high-bandwidth memory chips in the upcoming year, including the sixth-generation HBM4 and seventh-generation HBM4E. This growth is anticipated as Samsung plans to increase demand for glass carriers, which are essential in the HBM DRAM thinning process, by a factor of 2.5 times from this year. Currently, Samsung plans to boost glass carrier outsourced cleaning volume to 50,000 sheets per month next year, up from 20,000 sheets this year. Glass carriers, temporary supports attached to HBM DRAM wafers, must be carefully handled to prevent bending or cracking during thinning and drilling. The demand for glass carriers has doubled this year and is projected to continue rising by 2.5 times next year. Samsung's focus on HBM4 and HBM4E products centers on 12-layer and higher stack configurations. Industry analysts believe that even with the reuse of glass carriers, the increase in volume will likely result in a twofold growth in HBM4 and HBM4E output compared to this year. As of February, Samsung began mass-producing HBM4 using 10-nanometer-class sixth-generation DRAM and a 4-nanometer process base die. In May, the company provided 12-layer HBM4E samples to customers, including Nvidia. Market projections indicate that Samsung's HBM production scale could increase by nearly 40%, from around 180,000 wafers this year to approximately 250,000 wafers next year. By product shipment mix, the HBM4 family is expected to rise from around 40% this year to approximately 80% next year, as HBM4E mass production ramps up. Samsung appears to be placing HBM4, a high-value product, at the forefront of its HBM production expansion.",
  "summary": "Article URL: https://en.sedaily.com/finance/2026/09/20/samsung-to-double-hbm4-output-next-year-sources-say Comments URL: https://news.ycombinator.com/item?id=49778029 Points: 162 # Comments: 128",
  "key_points": [],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Hacker News",
        "title": "Samsung is expected to more than double output of its HBM4 and HBM4E DRAM",
        "url": "https://urgent.news/2026/09/20/samsung-is-expected-to-more-than-double-output-of-its-hbm4-and-hbm4e",
        "published": "2026-09-20T17:38:50.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}