Semiconductor Insider(@SemiconductorsX):Samsung is aggressively closing the gap with SK Hynix in the high-bandwidth memory market critical for AI. In Q3 2026, its HBM4 sales more than tripled and now make up 60% of total HBM revenue. Overall HBM revenue hit about $8.7 billion, up 33% from the prior quarter and ahead of SK Hynix’s $7.6 billion. Samsung has already reached its ~40% HBM market share goal (aligned with its DRAM position) and sold out its entire 2027 supply. HBM4E samples are receiving positive customer feedback. With AI-driven demand expected to keep supply tight until 2028, competition is intensifying. #Samsung #HBM4 #AI

2026.10.29 14:15

Samsung is aggressively closing the gap with SK Hynix in the high-bandwidth memory market critical for AI. In Q3 2026, its HBM4 sales more than tripled and now make up 60% of total HBM revenue. Overall HBM revenue hit about $8.7 billion, up 33% from the prior quarter and ahead of SK Hynix’s $7.6 billion. Samsung has already reached its ~40% HBM market share goal (aligned with its DRAM position) and sold out its entire 2027 supply. HBM4E samples are receiving positive customer feedback. With AI-driven demand expected to keep supply tight until 2028, competition is intensifying. #Samsung# #HBM4# #AI#