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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 · US · Source: Google News
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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.

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Samsung forecasts HBM4 (high-bandwidth memory)… · Slicast