MarkosAAIG — Samsung's HBM4 base die is a foundry advantage rivals can't copy

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MarkosAAIG — Samsung's HBM4 base die is a foundry advantage rivals can't copy

A specific, checkable mechanism on the memory lane: HBM4 puts a logic die at the base of every stack, and Samsung is the only memory maker with its own leading-edge foundry to build it. Cites Digitimes, not a price chart.

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Markos✓ @MarkosAAIG
Aug 1

Digitimes with a article why Samsung in my eyes is the highest ceiling and the most broad floor. I expanded my Samsung position significantly in the selloff in recent weeks, because of the unique position they are in. Every HBM4 stack now has a logic die at the bottom, and that

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A specific, checkable mechanism on the memory lane: HBM4 puts a logic die at the base of every stack, and Samsung is the only memory maker with its own leading-edge foundry to build it. Cites Digitimes, not a price chart.

6 events
DateTypeEvent
Jul 26 redditu/rdh2dmd — Samsung, SK Group seal $950B in AI deals with Nvidia and Broadcom Oct 15 tweetZephyr — the physics of SK Hynix's HBM4 problem: halving the die gap cuts underfill flow 8x Jul 31 tweetKorean retail's 2x inverse SK Hynix ETF lost ~60% in one day when the squeeze snapped back Jul 31 NewsKOSPI's largest one-day gain in history; the unwind's anatomy gets numbers — captured 2026-07-31 EOW Jul 31 ArticleOne Seller: Anatomy of the AI Whiplash Aug 8 ArticleMemory Splits: the Shortage Story Is Intact, the Single Names Are Not

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