Samsung Electronics: "We will expand HBM4 supply this year and actively respond to demand"

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[Financial News] Samsung Electronics announced that it will expand supply of its sixth-generation HBM4 high-bandwidth memory (HBM4), which began full-scale shipments this year, and actively respond to demand from its customers.
In its 2025 business report disclosed on the 10th, Samsung Electronics stated, "We plan to continue leading the AI era in 2026 as well, based on our product competitiveness," adding, "We will expand timely supply of high-performance HBM4 targeting new graphics processing unit (GPU) and Application-Specific Integrated Circuit (ASIC) markets within AI, in order to actively respond to customer demand."
The company went on to say, "We also plan to steadily increase the sales share of high value-added products linked to AI demand, such as high-capacity DDR5, SoC-attached memory module (SOCAMM2), and graphics DRAM (GDDR7)."
In February, Samsung Electronics became the first in the world to mass-produce and ship HBM4 with the industry’s highest performance, securing an early lead in the market. The company explained that it preemptively applied its most advanced 1c DRAM (sixth-generation 10-nanometer) process to HBM4, achieving stable yields from the initial mass-production stage while securing top-tier performance in the industry.
Samsung Electronics emphasizes its identity as an integrated device manufacturer (IDM) that can provide a "one-stop solution" covering logic, memory, foundry, and packaging, something it says no other company in the world can match.
In fact, even at the HBM4 design stage, the company implemented differentiated performance through close collaboration with its in-house foundry processes, and it plans to continue developing best-in-class HBM products going forward.
Meanwhile, as global big tech companies ramped up AI data center investments, Alphabet, which increased its semiconductor purchases, newly joined Samsung Electronics’ top five customers last year. The company’s top five revenue sources in 2024 were Apple, Techtronic Industries Hong Kong, Supreme Electronics, Alphabet, and Deutsche Telekom.
one1@fnnews.com Jung Won-il Reporter