Samsung to Outsource HBM4 Technology to TSMC, Says Morgan Stanley Analyst
Asianfin-- Semiconductor Industry Analyst Jia-Hong Zhan from Morgan Stanley disclosed that Samsung plans to outsource its HBM4 base technology to TSMC by 2026, utilizing the 12nm/6nm process. This strategic move comes as TSMC faces robust demand and actively expands its production capacity, with capital expenditures expected to increase to $38 billion by 2025.
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