Samsunng Electronics (005930 KS) is reportedly considering expanding its 4nm capacity & investing in a new 2nm line to meet surging demand for HBM4 base dies & prepare for HBM5, MT reports citing sources; recently raised prices for new 4nm foundry orders
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Additional European Equity News - 22nd September 2026 Samsunng Electronics (005930 KS) is reportedly considering expanding its 4nm capacity & investing in a new 2nm line to meet surging demand for HBM4 base dies & prepare for HBM5, MT reports citing sources; recently raised prices for new 4nm foundry orders Borsa Istanbul has removed Destek Finans Faktoring AS (DSTKF TU) and Katilimevim Tasarruf Finansman AS (KTLEV TU) from the Borsta Istanbul 100 index amidst a regulatory crackdown, Bloomberg reports Saudi's Aramco has reportedly told Asian refiners that they will be able to pick up oil from Yanbu soon, Bloomberg reports citing sources Co. reportedly expects Q3 HBM4 revenue to more than triple Q/Q, accounting for over 60% of HBM revenue in H2.
AI 시장 분석
Samsung Electronics has raised foundry prices while considering the expansion of its 4nm process and investment in a new 2nm line to respond to the soaring demand for HBM4 and HBM5. This is expected to strengthen competitiveness in the advanced semiconductor market and drive earnings improvement. Investors should closely monitor HBM-related revenue growth and the progress of 2nm investments.
상승 영향
- Semiconductors — Samsung is pushing for 4nm capacity expansion and 2nm investment to meet HBM4 and HBM5 demand, with Q3 HBM4 revenue expected to surge over 3x, significantly boosting profitability.
DYAX 전담 분석
Samsung Electronics' expansion of 4nm and 2nm foundry investments and subsequent price hikes are driven by the surge in demand for high-value-added products such as HBM4 base dies. In particular, Q3 HBM4 revenue is projected to increase more than threefold compared to the previous quarter, acting as a direct positive catalyst for profitability.
The bullish scenario involves rapidly expanding AI semiconductor market share alongside stabilization of advanced process yields, while the bearish scenario entails short-term cost burdens from massive investments. Key metrics to watch are the actual revenue share of HBM4 and foundry utilization rates.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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