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Smell 1: Mei-ray will choose to produce the HBM4E base nudity and DRAM chips will be converted to a 1-gamma process

In March of this year, American Light published the second financial season of the 2026 fiscal year (as at 26 February 2026), with a quarterly collection of $23,860 million, significantly exceeding the US$ 18.7 billion expected before American Lights. At the same time, US$ 33.5 billion is projected to be collected in the third fiscal year of 2026, well above the market average of $24.29 billion and will again be recorded. Over the past two months, the outlook for beauty seems to have become more optimistic, while at the same time revealing more progress and details regarding its customization of the development of HBM.

According to TrendForce, the recent Executive Vice-President of American Light Global Operations, Manish Bhatia, at the Morgan Chase Global Science, Technology, Media and Communication Conference, stated that American light money HBM4E would be a product that met the JEDEC standard and was due to be produced in 2027.

It is now using the 5th generation 10nm scale 1 nm (1-beta) DRAM process to manufacture HBM4 and, in the age of HBM4E, will shift to the more advanced 6th generation 10nm level 1mma (1-gamma) DRAM process. The industry will usher in a large-scale customization of HBM design in the HBM4E era to further enhance performance and reduce delays, and to this end Mi-ray has also prepared a base nudity of HBM4E (Base Die) for standard and custom versions.

Samsung and KK Hercules transferred the production of basic nudity to a generation factory from the HBM4 era. Three of them chose their own substitute plant, while SK Hercules cooperated with the build-up. By contrast, beauty is more cautious, and for cost reasons HBM4 still uses the same internal CMOS process as DRAM to produce the base nudity, until HBM4E is converted. Like SK Hercules, the luminous selection is also a build-up, as confirmed by Manish Bhatia.

When asked about the profit structure of customized HBM products, Manish Bhatia emphasized that value creation originated from several unique dimensions, including design innovation, strong core DRAM development, and advanced containment techniques. Individualized services are the next stage in this value expansion, and as value increases, clients will be willing to pay for additional customized services.

Original link: https://www.expreview.com/106037.html

According to U.S. officials, the HBM4 increase is now well under way and planning for HBM4E production has begun. However, the high-precision base plate required by HBM4E has become the biggest problem for light without its own advanced semiconductor capacity. According to Mizuoka, they will produce in cooperation with the build-up, but the recent increase in the price of the build-up and the energy constraints ... leave me with a pessimistic expectation of the situation of Mizuki in the HBM4E field.

SMS 2: Samsung started delivering the first HBM4E samples from industry, stacked 12 layers, 48-GB capacity, 14 Gbps rate

Samsung announced today that it is beginning to deliver the first 12 layers of HBM4E samples to major customers worldwide, further consolidating its leadership in the next generation of HBM markets.

Following the first large-scale production and commercial delivery of HBM4 by the industry earlier this year, Samsung first delivered a sample of HBM4E to continue its HBM road map to meet the need for rapid changes in artificial intelligence (AI) computing and super-large infrastructure. Samsung hopes to sustain the growth of the global AI repository market through advanced manufacturing capabilities and pre-investment in infrastructure.

The Tristar HBM4E provides a stable 14Gbps rate, which can continue to increase to 16Gbps in the future to support increasingly complex data-processing requirements. Its bandwidth of up to 3.6 TB/s per stack represents an increase of more than 20 per cent over HBM4 and can better contribute to LLM and next generation AI systems. The 12-storey stacking of HBM4E provides 48-GB capacity, an increase of more than 30 per cent over the previous generation of products, and it is planned to provide 32-GB (8-storey stacking) and 64-GB (16-storey stacking) configurations according to client needs.

This time HBM4E took full advantage of the three-star semiconductor capabilities and combined the cutting-edge technology that had been developed in the previous HBM4 production practice, including the production of DRAM chips by the state-of-the-art 1cnm (sixth generation 10nm level) process and 4 nm base nudity (Base Die) to provide greater process stability and manufacturing viability.

Samsung has also optimized design and processes and improved performance, energy efficiency and good quality of HBM4E. In particular, advanced low-energy design techniques and optimized containment structures have resulted in an increase in energy efficiency of 16 per cent and in thermal resistance of more than 14 per cent over the previous generation. These improvements have resulted in more efficient heat dispersion to support the next generation of data centres to achieve longer reliability and lower energy consumption.

Samsung plans to start the production of HBM4E at the client's rate after the initial sample shipment and optimization.

Original link: https://www.expreview.com/106133.html

By contrast, three stars with their own advanced semiconductor capacity are much faster. It has been reported that Samsung has begun to deliver samples of HBM4E to key industry customers. According to the information currently available, the Tristar HBM4E is excellent and there is room for optimization and progress in the future. Given the current high demand for AI chips, it is likely that Samsung, like the previous Hercules, will take advantage of the pre-emptive advantage to take over the market, and it is not known how the other two have followed up.

News 3: The DDR4 shortfall has affected the shift of technology to the production of DDR5 in South Asia, and the Generalized DRAM profit margin is higher than HBM

Early this year, Nanya completed a private fund-raising fund of about $7,718 million in South Asia, which is planned to invest in advanced DRAM manufacturing to match future memory growth needs driven by artificial intelligence (AI) calculations. Like the three primary plants, South Asia science and technology intends to gradually reduce the production of DLDD4 and LPDDR4 to more productive DLDD5.

According to TrendForce, science and technology in South Asia has become a key beneficiary as three main plants begin to phase out the production lines of DLDD4 and LPDDR4. South Asia Science and Technology claims that due to the severe supply shortages of DLDD4 and LPDDR4, many clients are actively seeking long-term contracts to guarantee a stable supply, with a maximum duration of three years.

For South Asia science and technology, the influx of orders is good, but it also affects the structural transformation of their products. DRR5 currently accounts for about 10 per cent of DRAM sales in South Asia and was intended to continue to increase its share, although the continued supply shortage of DDR4 and LPDDR4 has limited the conversion of production lines and, in the short term, still has to meet client demand for older DRAM orders.

In the past few years, HBM has been one of the brightest stars in the DRAM sub-markets, with very high profitability. It is somewhat surprising that, in the past year alone, the sharp rise in the price of GRAM has reversed market conditions, and the GRAM now has a profit margin higher than HBM in either sub-market.

Science and technology in South Asia is still pushing for the development of a new DRAM, and it is planned that this year will begin with the pilot production of 8 Gb/16 Gb LPDDR5 and complete the second half of the year. South Asia is also expanding its production capacity, and new plants are expected to start installing equipment in 2027 and to start contributing capacity by the end of 2027, with their total capacity expected to grow by 80 to 100 per cent within two to three years.

Original link: https://www.expreview.com/106119.html

But when big plants roll HBMs, South Asia, which is a storage plant, is making a fortune in an unexpected area. South Asia, which has maintained a large share of DLDD4 production capacity, has taken this opportunity directly with the closure of its major producers, including the production and performance of a star product such as A Die, which is now more profitable than HBM.

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