Samsung to outsource all of its DRAM manufacturing and focus on HBM production
Samsung is in talks to transfer DRAM production to third-party contractors to free up capacity for higher-priced HBM memory. Partners include Dreamtech in India, Hanyang Digitech in Vietnam, and SFA Semicon in the Philippines.
- Samsung asks partners to accelerate DDR5 line launches
- Freed-up capacity will go to HBM
- Talks underway with Dreamtech, Hanyang Digitech, and SFA Semicon
- The shift could worsen DDR5 shortage on the market
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