突然，三星或解散1c DRAM工作组

Core Viewpoint - Samsung Electronics is considering disbanding its special task force aimed at improving the yield of its 10nm sixth-generation (1c) DRAM to prioritize mass production of HBM4 for NVIDIA within the year [1][2][3] Group 1: Samsung's Strategy and Market Position - Samsung aims to enter NVIDIA's supply chain quickly, even if the yield of 1c DRAM is not immediately achieved, to secure market share [1][3] - The task force, consisting of 400 to 500 core members from the memory department, was established to enhance the yield of the next-generation DRAM [1][2] - Samsung's decision to focus on HBM4 production comes as it seeks to recover from a market position where it ranks third behind SK Hynix and Micron in HBM market share [3][4] Group 2: Technical Challenges and Yield Issues - The development of 1c DRAM faces significant challenges, with reports indicating that it failed to achieve a 50% yield in cold testing, which is below the typical mass production standard of 60% [2][3] - Although 1c DRAM for mobile applications achieved an 80% yield in cold testing, the demand in that sector is lower compared to HBM [2][3] Group 3: Future Product Development - Samsung has set a target bandwidth of over 3TB/s for its seventh-generation HBM4E, with plans for mass production by 2027 [5][6] - The company aims to increase the pin speed to over 13Gbps, which is 2.5 times that of the current fifth-generation memory (HBM3E) [5][6] - Samsung's HBM4E is expected to have energy efficiency more than double that of HBM3E, which currently stands at 3.9 picojoules/bit [5] Group 4: Competitive Landscape - SK Hynix currently holds a 62% share of the HBM market, while Micron has 21% and Samsung has dropped to 17% [3] - The competitive landscape is intensifying as NVIDIA demands higher bandwidth for HBM4, pushing Samsung to enhance its product specifications [6][7]