At its Q3 2026 earnings announcement held on Thursday, Samsung Electronics said, "We plan to commence mass production of HBM4E (7th-generation high-bandwidth memory) in the first half of next year and ramp up volume (expand operating rates) in the second half."
The company said that "the semiconductor industry boom is expected to continue next year due to the prolonged record-high AI (artificial intelligence) investment and semiconductor supply constraints."
It added, "In a market environment where AI infrastructure investment continues to expand, memory demand will significantly exceed supply."
Furthermore, it said, "We plan to continue proactively optimizing our product mix by considering demand changes across DRAM and NAND applications and customer requests," and added, "For DRAM, we will expand HBM4 sales based on our technological leadership."
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