Overview
- Co-CEO Jun Young-hyun said clients lauded HBM4’s competitiveness, with feedback that “Samsung is back.”
- Samsung has shipped HBM4 samples to key customers and is targeting mass production in 2026.
- The company remains in close discussion with Nvidia on HBM4 supply, with no confirmed contract disclosed.
- Counterpoint Research estimated Q3 2025 HBM market shares at 53% for SK hynix, 35% for Samsung, and 11% for Micron.
- Samsung Electronics shares rose about 1.9% in morning trade following the latest HBM4 comments.