alt Hacker NewsDepends on what proportion of Samsung's output is current HBM4 and HBM4E DRAM.
Everything in their statement can be true and it be a bad thing for consumers of non-HBM RAM.
"HBM capacity to expand to 250,000 wafers a month"
So let's say their current HBM capacity is 100k wafers/month (pure speculation/random number for illustration), and their total RAM capacity (including HBM( is 300k wafers/month, then non-HBM capacity reduces from 200k to 50k.
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no-name-here • today at 1:23 AM
OP article estimates HBM is going from 40% to 80% of their output.
EgregiousCube • yesterday at 6:37 PM
Keep in mind that total manufacturing capacity is increasing as well. Perhaps not enough to fully offset, but it's incorrect to assume that supply capacity is flat.
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And it's worse than that, Micron said that converting capacity to HBM was at a 3:1 ratio, so that 250k HBM could be up to 750k in non-HBM. Fortunately, some of the increase is due to improved processes.