Samsung expects HBM4 sales to triple in Q3 2026

Samsung Electronics announced on its earnings call that it expects HBM4 sales to increase more than threefold sequentially in the third quarter of 2026. The company projected that HBM4 will account for well over 60% of its total HBM revenue in the second half of the year, marking a significant ramp in the company's next-generation memory offering. This expansion is notable because it would bring Samsung's HBM market share broadly in line with its overall DRAM share—a milestone the company has not yet reached. Since the start of the AI boom, Samsung's HBM position has lagged behind competitors in terms of market share relative to its dominant standing in conventional DRAM. The projected Q3 2026 surge in HBM4 sales represents Samsung's strategy to close that gap and strengthen its position in a memory category where AI data centers and cloud providers are driving sustained demand.

Samsung's projected HBM4 expansion reflects the intensifying demand for advanced memory chips driven by AI infrastructure investment. The company's statement that HBM4 will reach well over 60% of total HBM revenue in the second half of 2026 signals a deliberate shift toward next-generation capacity. By lifting its HBM market share broadly in line with its overall DRAM share, Samsung aims to close a competitive gap that has widened since the AI boom began—indicating that other players (notably SK Hynix and Micron) have gained ground in HBM during the early AI wave. This sequential threefold increase in Q3 2026 represents Samsung's effort to capture a larger slice of a memory segment where demand is expected to remain strong from cloud providers and AI system builders.

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