Samsung Reportedly Halts 8-Hi HBM3E Production, Shifts Capacity to HBM4

According to media reports, Samsung Electronics has recently allocated approximately 75,000 wafers to HBM4 production, which is half of its monthly HBM DRAM wafer input volume of 150,000 pieces, while the remaining half is dedicated to fifth-generation HBM3E 12-Hi products. It is said that production of the relatively lower-demand HBM3E 8-Hi products has been temporarily suspended, whose capacity has been shifted to HBM4 manufacturing.