Samsung Expects HBM4 Revenue to Surge in Q3 2026

Samsung told investors it expects HBM4 sales to rise sharply in the third quarter of 2026. DigiTimes reports that HBM4 is projected to make up more than 60% of Samsung's HBM revenue during the second half of the year. The ramp matters because Samsung has been trying to close the gap with the strongest HBM suppliers during the AI buildout. If Samsung executes, buyers could see another major source of advanced HBM scale, even while overall AI memory demand remains tight. For pricing, the near-term signal is still supportive: a stronger Samsung ramp reflects heavy demand rather than excess supply, and it may take time before additional output materially softens HBM allocation.