Samsung Electronics HBM Share to Near 40%, KB Sees 600,000-Won Target - en.sedaily.com

Samsung Electronics is expanding its share in the high-bandwidth memory (HBM) market, with projections indicating a near 40% market share in Q4, up from 33% in Q2. KB Securities expects Samsung's HBM4... Read original →

Samsung's HBM market share is approaching 40%, underscoring its leadership in advanced memory technologies and product cycles. The ramp-up of HBM4 and HBM4E production strengthens its position in AI and high-performance computing sectors. Concurrently, improved 4nm and 2nm yields reinforce Samsung’s competitiveness in foundry operations, pressuring TSMC and others. From a compliance standpoint, geopolitical tensions and supply chain disruptions are increasing operational costs, especially amid U.S.-China tech decoupling. In response, TSMC may accelerate HBM-related capacity to counter Samsung’s dominance. Over the next 12–24 months, tight HBM supply will persist, driven by surging AI demand and structural capacity constraints, enabling Samsung to sustain strong profitability through technological leadership and capital efficiency.