According to industry data, Samsung's HBM market share rose to a mid-high of 30% in the third quarter. In the first quarter of this year, its share was only about 20%; after Samsung took the lead in mass production and delivery of HBM4, its share increased to 33% in the second quarter; in a single quarter, it increased by about 5 percentage points, approaching 40%, and the share gap of about 50% from SK Hynix narrowed significantly. Kang Seok-chae, vice president of the foundry business of Samsung Electronics, said, “Demand for advanced processes at 8 nm and below far exceeds production capacity, and the capacity utilization rate is expected to exceed 100% in the second half of the year. In terms of the 2 nm process, we plan to more than double the number of orders received last year to consolidate the medium- to long-term growth chassis.”

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