Samsung Foundry (005930 KS) has reportedly raised the price of HBM4 logic dies supplied to its memory division by 40-50% this year

Samsung's reported price increase of 40-50% for HBM4 logic dies is indicative of a normalization in internal transfer pricing as production volumes ramp up.

Newsquawk StaffPublished 13 Apr 2026, 09:03 UTCOn the live feed at 08:43 UTC — 14 more headlines followed before this page went public

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Samsung Foundry (005930 KS) has reportedly raised the price of HBM4 logic dies supplied to its memory division by 40-50% this year

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Reflects a normalisation of internal transfer pricing as HBM4 volumes begin to ramp, after previously supplying them at a discount.

Context

This could signal stronger demand for high-bandwidth memory in the semiconductor sector, which may have wider implications for pricing power and margins across tech and memory-related stocks.

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