businesskorea.co.kr

Samsung HBM Share Seen Nearing 40% as 2nm Yield Improves

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Sig2.35Sen+2.15Env0.00Soc0.00Gov+1.05

Samsung Electronics is aiming for a semiconductor rebound by growing its HBM share and improving foundry process yields. Analysts expect 2nm yields to top 70%, supporting stronger base-die competitiveness and foundry profitability starting in Q3 2026. KB Securities forecasts HBM share rising to about 40% in Q4, and analysts kept a Buy rating with a 600,000-won target amid an intraday stock dip.

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