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The world's top three memory chip manufacturers have officially launched a fourth-generation high-bandwidth memory yield campaign. Previously, GM DRAM price increases supported the performance of storage companies, but now the increase has slowed down, and various companies are trying to increase the competitiveness of high-margin HBM products to maximize operating profits. According to industry sources, the three storage giants Samsung Electronics, SK Hynix, and Micron are all implementing HBM4 yield improvement strategies. Among the three companies, Samsung Electronics was the first to achieve mass production of HBM4. As the production line moved into large-scale production, the yield rate increased quite rapidly. According to some opinions in the industry, the yield of Samsung HBM4 has increased to around 70%. SK Hynix has yet to disclose the specific yield value of HBM4 to the outside world, but the industry generally judges that its yield rate has also reached a stable range. A senior source in the semiconductor equipment industry revealed, “SK Hynix is preparing to purchase additional equipment to expand HBM4 production capacity. This move is mainly aimed at improving yield and increasing product supply.” Micron falls short of the two South Korean storage manufacturers in terms of production capacity. Because of this, Micron is making every effort to improve yield and expand production capacity. According to reports, Micron has begun large-scale equipment investments to simultaneously promote yield increases and production capacity climbing.

Zhitongcaijing·07/21/2026 09:57:03
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The world's top three memory chip manufacturers have officially launched a fourth-generation high-bandwidth memory yield campaign. Previously, GM DRAM price increases supported the performance of storage companies, but now the increase has slowed down, and various companies are trying to increase the competitiveness of high-margin HBM products to maximize operating profits. According to industry sources, the three storage giants Samsung Electronics, SK Hynix, and Micron are all implementing HBM4 yield improvement strategies. Among the three companies, Samsung Electronics was the first to achieve mass production of HBM4. As the production line moved into large-scale production, the yield rate increased quite rapidly. According to some opinions in the industry, the yield of Samsung HBM4 has increased to around 70%. SK Hynix has yet to disclose the specific yield value of HBM4 to the outside world, but the industry generally judges that its yield rate has also reached a stable range. A senior source in the semiconductor equipment industry revealed, “SK Hynix is preparing to purchase additional equipment to expand HBM4 production capacity. This move is mainly aimed at improving yield and increasing product supply.” Micron falls short of the two South Korean storage manufacturers in terms of production capacity. Because of this, Micron is making every effort to improve yield and expand production capacity. According to reports, Micron has begun large-scale equipment investments to simultaneously promote yield increases and production capacity climbing.