[Conference Call] Samsung Electronics: "Q3 HBM4 Revenue Surges More Than Threefold... Next Year's Supply Already Sold Out"

Samsung Electronics said sales of HBM4, its next-generation high-bandwidth memory (HBM), more than tripled in the third quarter from the previous quarter, and that its 2027 HBM supply had already sold out at its target price level.

Yonhap News Agency

During its third-quarter earnings conference call on October 29, Samsung Electronics said, "Thanks to our differentiated performance competitiveness, our HBM4 sales more than tripled in the third quarter from the previous quarter, and HBM4 accounted for around 60% of our total HBM sales. This fully meets the HBM4 sales target we set out at our last earnings announcement."

It also exceeded its target for HBM market share ahead of schedule. Samsung Electronics said, "Based on these HBM4 sales results, we believe we achieved our third-quarter target of securing an HBM market share on par with our overall DRAM market share, a goal we had aimed to reach in the second half of this year."

The company also expressed confidence in its next-generation product, HBM4E. Samsung Electronics said, "Since shipping the world's first HBM4E samples in May, we have received very positive feedback from customers in their initial evaluations."

Regarding negotiations for 2027 supply, the company said, "With our HBM products receiving favorable reviews for their competitiveness, negotiations for 2027 supply have been completed at our target price level, which reflects that competitiveness, and the supply is already sold out. Even after the full sellout, we continue to receive requests from major customers for additional supply."

This content was produced with the assistance of AI translation services.