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Samsung HBM4: Navigating the Yield Gauntlet Decoding Samsung’s HBM4 Production Puzzles The relentless ascent of artificial intelligence is fundamentally reshaping the technological landscape, and at its core lies an insatiable demand for processing power and, critically, ultra-high bandwidth memory. Among the titans of semiconductor manufacturing, Samsung stands at a pivotal juncture with its next-generation High Bandwidth Memory (HBM4) . This advanced memory technology is not just an incremental upgrade; it represents a critical bottleneck and a potential game-changer for the entire AI industry. However, Samsung’s journey toward HBM4 mass production is reportedly fraught with challenges, particularly concerning its timeline and the elusive mastery of yield rates. This article delves into the intricate technical and strategic hurdles Samsung faces, exploring the profound implications these issues hold for the future of AI accelerators, data centers, ...