Samsung sees tripled HBM4 sales in 3Q26; HBM share to reach parity with DRAM position

<p class="P1" data-sourcepos="5:1-5:422;135-556">Samsung Electronics expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026, the company said on its earnings call. It projected that HBM4 will account for well over 60% of its total HBM revenue in the second half &mdash; a ramp that would lift its HBM market share broadly in line with its overall DRAM share and close the gap that has defined the HBM race since the AI boom began.