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[Semiconductors] News: Increasing 1c DRAM Chip Size

A short note on Samsung Electronics' next-generation DRAM redesign and yield-first strategy

Date: 2025-02-10 · Semiconductor news comment · Naver Blog

Investment decisions are your own responsibility. This material is research and is not a buy or sell recommendation.

0. Bottom line first

The post comments on news that Samsung Electronics is redesigning next-generation DRAM by increasing chip size, asking whether the earlier design may have pushed miniaturization too hard if yield can be improved this way.

Linked news image about Samsung increasing next-generation DRAM chip size

1. News core

Official fact: The linked headline says Samsung Electronics is increasing the chip size of next-generation DRAM and prioritizing HBM yield improvement. The summary says Samsung has been redesigning cutting-edge DRAM since the second half of the prior year by increasing chip size, prioritizing yield for HBM and related products over productivity and performance.

Original linked article: Samsung to increase next-generation DRAM chip size

2. Interpretation point

Interpretation: The author's reaction is straightforward. If increasing chip size can solve the problem, perhaps the previous design direction put too much pressure on yield by trying to make the chip too small.

DRAM redesign logicBased on the linked news summary
Previous goalSmaller chip, productivity/performance
IssueHBM yield priority
New directionLarger chip size
Investment checkConfirm yield improvement
The effect should be verified through HBM yield and customer qualification progress