Slicast
Monday, September 21, 2026
DarkSubscribe
Slicast
AI Infrastructure · News & Analysis
Home › Chips & Hardware › Report
Chips & Hardware · Report

Samsung forecasts HBM4 (high-bandwidth memory) sales to triple in Q3 2026, reaching parity with its DRAM revenue position—a structural supply-chain shift for AI server chips.

Signals critical production ramp in AI memory; HBM supply constraint may ease significantly by year-end, reducing capex friction for hyperscaler deployments.
Trade pressSlicast · July 30, 2026 at 03:58 UTC · US · Source: digitimes
importance 91
Read the original
Companies in this story
Samsung
In-depth analysis
CommentarySamsung AI Investment Strategy, September 2026: From Euclyd's $231M Inference Bet to the OpenAI FoundryCommentaryCXMT vs SK Hynix vs Samsung: HBM Dominance, DRAM Share, and Pricing Power
Related reports
Chips & HardwareSamsung forecasts HBM4 advanced memory revenue will triple in Q3 2026, with HBM emerging as equal revenue driver to DRAM by year-end.2026-07-30Chips & HardwareSamsung's operating profit surged 1,800% in Q2 2026 driven by AI-driven demand for memory and HBM chips, cementing its position as world's dominant memory manufacturer.2026-07-30Chips & HardwareSamsung memory sales surged 471% in Q2 2026 with foundry targeting double-digit second-half growth across HBM, DRAM, and advanced packaging.2026-07-30Chips & HardwareSamsung targets 60–70% of HBM4 capacity under long-term agreements with five major customers identified as AWS, Microsoft, Google2026-07-30Chips & HardwareSamsung 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.2026-07-30
Samsung forecasts HBM4 (high-bandwidth memory)… · Slicast