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