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    Samsung reportedly building D0a DRAM around wafer-to-wafer hybrid bonding

    SemiAnalysis said in October 2026 commercialization was roughly two years away; the process does nothing for die-to-wafer bonding.

    SemiAnalysisSE
    1 Source, 3h ago, first seen 3h ago

    TLDR

    SemiAnalysis said in October 2026 that Samsung was reportedly building D0a, its first sub-10nm-class DRAM node, around wafer-to-wafer hybrid bonding. It described the device-layer process as using a different tool set, with commercialization roughly two years away, and said it does nothing for die-to-wafer (D2W) bonding. SemiAnalysis remained bearish on D2W until logic stacking ramps and HBM hybrid bonding is fully out of “Street numbers.”

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    1 Source, first seen 3h ago

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    1 Source, first seen 3h ago

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    SemiAnalysis@SemiAnalysis_We remain bearish on D2W until logic stacking actually ramps and HBM hybrid bonding is fully out of Street numbers. The full breakdown is in our Accelerator & HBM Model and institutional note. (3/3) https://semianalysis.com/institutional/de-specced-out-of-a-job-d2w-hbm-hybrid-bonding-goes-from-when-to-if/3h

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    1 Source

    SemiAnalysis@SemiAnalysis_We remain bearish on D2W until logic stacking actually ramps and HBM hybrid bonding is fully out of Street numbers. The full breakdown is in our Accelerator & HBM Model and institutional note. (3/3) https://semianalysis.com/institutional/de-specced-out-of-a-job-d2w-hbm-hybrid-bonding-goes-from-when-to-if/3h