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Samsung forecasts Q3 HBM4 (sixth-gen high-bandwidth memory) sales will grow 2x+ sequentially; HBM4 will represent 60%+ of total HBM revenue by H2 2026. Signals aggressive AI memory demand from hyperscalers.
Confirms HBM demand acceleration; Samsung targeting global HBM market share parity with DRAM (currently 38% DRAM share). Tight supply and pricing power through at least Q4 2026.
Trade pressSlicast · July 30, 2026 · China · Source: 36氪
importance 91Samsung forecasts Q3 HBM4 (sixth-gen high-bandwidth memory) sales will grow 2x+ sequentially; HBM4 will represent 60%+ of total HBM revenue by H2 2026. Signals aggressive AI memory demand from hyperscalers.
Confirms HBM demand acceleration; Samsung targeting global HBM market share parity with DRAM (currently 38% DRAM share). Tight supply and pricing power through at least Q4 2026.