Samsung says 2027 HBM capacity sold out, DRAM supply to stay tight in 2028
Briefing by News4U · First published
Samsung Electronics told investors its 2027 HBM capacity is sold out and overall DRAM supply will remain tight in 2028.
ITHome reported that Samsung Electronics told investors on 29 October that its 2027 HBM capacity has already been sold out at planned prices and that overall DRAM supply will remain tight in 2028. [1]
The company said its HBM4 revenue more than tripled quarter-on-quarter and now accounts for 60% of total HBM sales, while it has met its goal of aligning HBM market share with overall DRAM share. [1]
Sources
- 三星电子：2027 年 HBM 产能售罄，预计整体内存供应将在 2028 年维持紧张
ITHome · · Summary only