Samsung Sells Out 2026 HBM4 Allocation as It Ramps Production
The orders reflect an industry scramble for next‑generation memory for AI accelerators.
Overview
- Samsung said on its earnings call that its planned 2026 HBM4 output is fully booked, with preorders exceeding initial capacity.
- EVP Kim Jae-june said the company has increased 2026 HBM production and is considering further expansion as orders continue.
- Samsung has begun shipping HBM4 samples for customer qualification, with trade outlets reporting Nvidia is among recipients.
- Trade reporting also says Samsung has a place in Nvidia’s HBM supply chain and cites claimed HBM4 speeds up to 11 Gbps versus JEDEC’s 8 Gbps baseline.
- Industry demand from AI accelerator makers has tightened supply across vendors, with SK hynix and Micron reported to have much of their 2026 output committed.