Samsung 4nm utilization adds another HBM4 supply-chain signal

The memory-market angle is Samsung's HBM4 supply chain, not the broader foundry-node comparison. If HBM4 demand is absorbing Samsung 4nm capacity, base-die and logic-related manufacturing could become a more important constraint in the AI memory ramp. The report also cautions that market expectations around advanced-node capacity may have moved ahead of actual progress, which argues for watching qualified supply rather than headline roadmaps.