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Industry

Samsung foundry narrows losses with HBM4; profit turnaround still unclear

Samsung Electronics\' foundry business is expected to narrow losses in the third quarter as HBM memory volumes lift base-die output made on its logic process. The shift to HBM4 increases foundry-linked revenue within memory sales, and Samsung is also expanding turnkey deals that bundle memory, foundry and packaging for external customers. Kiwoom Securities forecasts the foundry and System LSI operating loss will shrink this year, while Samsung has said a return to profit could be possible soon.

Industry

Samsung Electronics bets on zHBM by stacking memory on accelerators

Samsung Electronics is preparing a two-track strategy of conventional HBM5 and its zHBM concept as it seeks to regain leadership in high-bandwidth memory. The company is shifting to a design that stacks HBM directly on top of AI accelerators, removing the interposer that links logic and memory side-by-side. Samsung targets 230 percent higher bandwidth and 70 percent lower power than HBM4E. Commercialisation will hinge on heat management and wafer hybrid-bonding yields.

Industry

Nvidia unveils NVHBM to design HBM controller in-house

Nvidia will bring high-bandwidth memory control circuitry into its own design with NVHBM, adding the technology to its NVLink Fusion interconnect, it said on Aug. 26. The company said it will set a standard implementation and have major memory partners validate and supply it. Nvidia said integrating a custom controller into the HBM base die can boost bandwidth up to 30 percent and cut HBM power use 15 percent, while freeing up to 25 percent die area on the XPU.