News
Samsung reassigns power semiconductor personnel to HBM4 and 2nm process development
Monday, February 2, 2026 at 12:18 PM
Samsung has restructured its internal organization by reallocating engineers from its power semiconductor division to focus on high-priority projects, specifically HBM4 development and 2nm process technology.
Context
Samsung Electronics has strategically reassigned its power semiconductor personnel to its HBM4 and 2nm process development teams. This restructuring signals a prioritized shift toward high-stakes AI infrastructure and advanced logic manufacturing. By diverting engineering resources away from the power semiconductor unit established last year, the company is consolidating talent to address critical competitive gaps against rivals like SK Hynix and TSMC.
This move is pivotal as Samsung targets mass production of HBM4 by 2025 to reclaim dominance in the premium memory market. Simultaneously, the company is racing to achieve 2nm mass production by 2025 for mobile applications and 2026 for high-performance computing. Investors should view this pivot as an aggressive effort to accelerate R&D and improve yields in segments that currently drive the highest margins within the semiconductor supply chain, emphasizing core AI leadership over peripheral diversification.
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