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Samsung Foundry’s 4 nm capacity is reportedly fully booked through next year, driven by surging demand from HBM4 memory production and AI accelerator orders from firms like NVIDIA and AMD. With yields improving to around 80%, Samsung’s mature 4 nm node is attracting customers seeking alternatives to TSMC, pushing fab utilization to near limits and suggesting a potential foundry profit rebound by late 2026–early 2027. Concurrently, AMD is enhancing its open-source Linux amdgpu driver with HDMI 2.1 Fixed Rate Link support, advancing high-bandwidth display features for Linux gaming and desktops; full HDMI 2.1 compliance, including DSC, is still pending further testing.
High demand for Samsung's 4nm capacity affects supply and sourcing decisions for chip-dependent products, while AMD's HDMI advancements improve Linux graphics capabilities important for developers and system integrators.
Dossier last updated: 2026-05-12 10:58:52
HDMI 2.1 Display Stream Compression (DSC) Ready for Amdgpu Linux Driver
HDMI 2.1 Display Stream Compression (DSC) Ready for Amdgpu Linux Driver
Samsung Foundry’s 4 nm production capacity is reportedly fully booked through next year as demand surges, driven primarily by mass production of HBM4 memory and large AI-accelerator orders from companies like NVIDIA and AMD. Industry sources told ZDNET Korea that 4 nm yields have improved to about 80%, making the node mature and highly reliable, which has fueled rapid adoption across both memory and logic customers. Fab utilization is at or near limits, with customers seeking supply diversification from TSMC to Samsung. Samsung’s foundry business could return to profitability between late 2026 and early 2027 as utilization and HBM4-driven revenue rebound after a prolonged downturn. This underscores tight advanced-node wafer capacity amid AI hardware demand.
AMD is progressing toward full HDMI 2.1 support in its open-source amdgpu Linux driver by adding HDMI FRL (Fixed Rate Link) support, enabling higher bandwidths needed for higher resolutions, dynamic HDR, and Variable Refresh Rate over compatible cables. The patch notes, posted by AMD engineer Harry Wentland and reported by Phoronix, describe this as a representative subset of HDMI 2.1 compliance; Display Stream Compression (DSC) support required for the highest resolutions and frame rates is still being tested and will follow. Another AMD developer (agd5f) confirmed that a full implementation will arrive once patches complete compliance testing. This work matters for Linux gaming platforms like Steam Machine and broader Linux desktop display capabilities.