Samsung Foundry (005930 KS) has reportedly raised the price of HBM4 logic dies supplied to its memory division by 40-50% this year
- Reflects a normalisation of internal transfer pricing as HBM4 volumes begin to ramp, after previously supplying them at a discount.
Context
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. 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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