Overview

• Multiple reports say Samsung’s fifth‑generation 12‑layer HBM3E has passed Nvidia’s qualification, with the parts expected to support Nvidia’s B300 and AMD’s MI350 accelerators.
• Near‑term sales to Nvidia are anticipated to be modest because most HBM allocations are already committed to SK hynix and Micron.
• Samsung’s stock jumped, touching 91,000 won in premarket trade, as brokerages including Morgan Stanley raised outlooks on a forecast memory “supercycle.”
• Industry sources say Samsung told major clients it will lift Q4 contract prices by up to 30% for DRAM and 5–10% for NAND as demand tightens.
• SK hynix has shipped HBM4 samples and signaled imminent mass production, while fresh Q2 data show HBM market shares at SK hynix 62%, Micron 21% and Samsung 17%.