Weekly Recap: 4nm reallocated to HBM4 and tariffs may lift Asia-fab memory costs

Samsung Electronics Co Ltd Sponsored GDR Pfd (KRX:005930) is shifting its 4nm foundry to HBM4 base dies, hiking 4nm prices and accelerating P5 cleanroom builds as CXMT competition and potential U.S. tariffs and Indian probes pressure memory pricing and operations while a GDR buyback cushions the st…