MojoTrick(@MojoTricks):Samsung: HBM to take nearly 30% of industry DRAM wafer capacity in 2027 (up from ~20%). HBM and conventional DRAM compete for the same wafers - further HBM expansion squeezes standard DRAM supply. Note: HBM uses ~3× wafer area per bit, so 30% wafers ≈ only ~13% of bits. Source: Samsung EVP Kim Taewoo via Reuters $SSNLF $SKHY $MU

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MojoTrick@MojoTricks

2026.10.14 07:19

Samsung: HBM to take nearly 30% of industry DRAM wafer capacity in 2027 (up from ~20%). HBM and conventional DRAM compete for the same wafers - further HBM expansion squeezes standard DRAM supply. Note: HBM uses ~3× wafer area per bit, so 30% wafers ≈ only ~13% of bits. Source: Samsung EVP Kim Taewoo via Reuters $SSNLF $SKHY $MU