Samsung Could Challenge SK Hynix In HBM4

The DIGITIMES summary says market watchers expect Samsung Electronics to gain ground in high-bandwidth memory as HBM4 ramps. The report also points to expanded 1c DRAM production for HBM4 and expectations that Samsung could lift HBM4 pricing in 2027 to improve both share and profitability. For RamTrend, this is a direct HBM-cycle signal. If Samsung becomes more competitive in HBM4, buyers could gain another strong supplier at the high end of the AI memory market. At the same time, the reported expectation of higher HBM4 prices indicates that expanded supply may not automatically mean lower pricing, especially if demand from AI accelerators remains strong.