Samsung Electronics said Thursday on its conference call for 2026 first-quarter results that it expects its high-bandwidth memory, or HBM, sales this year to surge to more than triple last year’s level.
The company said it has secured “industry-leading” product competitiveness based on advanced processes and helped drive an upward revision in HBM4 performance specifications.
“As customers adopt it, our outstanding performance is translating into a real premium,” the company said, adding that demand has been concentrated on its products and that all capacity it had prepared is sold out.
Samsung said HBM4 sales are expected to expand sharply starting in the third quarter. It said it began mass production shipments of HBM4 in February, the first in the world, and plans to ramp up supply in the second half.
HBM4 sales are expected to account for more than half of total HBM sales from the third quarter this year, and to make up a majority of annual HBM sales in 2026, the company said.
* This article has been translated by AI.
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