Samsung Electronics Commences Mass Production of HBM4, Targeting Threefold Sales Growth by 2026

Stock News
02/12

Samsung Electronics Co., Ltd. has announced it has started mass production and supply of its latest-generation HBM4 memory chips to an undisclosed client. This development signifies a strategic advance for the company within the highly competitive high-end AI memory market. The announcement, made on Thursday, represents a significant milestone for the chipmaker. Samsung is currently focusing its efforts on meeting the surging market demand driven by GPUs from NVIDIA, which are the leading accelerators for training and running AI models. Until recently, competitor SK Hynix held a technological advantage in the High Bandwidth Memory (HBM) sector and secured the majority of orders from NVIDIA. HBM is an essential core component for AI accelerators. However, in recent months, Samsung has substantially narrowed the technological gap with its rival. Regarding production capacity, Samsung explicitly stated it is actively expanding its HBM4 production lines and forecasts that its total HBM sales in 2026 will more than triple compared to 2025. With HBM4 now entering commercial mass production, the roadmap for Samsung's next-generation products has also been revealed. The company expects to begin sample shipments of HBM4E in the second half of 2026 and plans to deliver customized, differentiated HBM solutions based on client specifications in 2027.

免责声明:投资有风险,本文并非投资建议,以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请,作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考,不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证,投资者应自行研究并在投资前寻求专业建议。

热议股票

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10