Samsung Electronics reported that its sales of sixth-generation high-bandwidth memory (HBM4) tripled in the third quarter compared to the previous quarter, accounting for 60% of total HBM sales. This achievement aligns with the sales targets set during the last earnings announcement. Additionally, there has been a noticeable increase in demand for server-oriented SSDs driven by the expansion of Agentic AI.
During a conference call on October 29, Samsung stated, "Based on differentiated performance competitiveness, HBM4 sales in the third quarter increased threefold compared to the previous quarter, and HBM4 now represents 60% of total HBM sales." The company added that its market share in the HBM sector is expected to match that of the overall DRAM market in the second half of this year.
Regarding NAND, Samsung noted, "We are observing a significant increase in demand for server-oriented SSDs alongside the recent expansion of Agentic AI." The use of Agentic AI has led to an exponential increase in key-value (KV) caching, creating additional demand for high-performance, high-capacity SSDs to manage this growth.
Samsung expressed optimism that its NAND portfolio will diversify further, enhancing business stability. The company aims to provide a variety of solutions tailored to customer needs in the era of Agentic AI, not only in HBM and server DRAM but also in the storage sector.
* This article has been translated by AI.
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