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AI CURATED HOT STORY · 10/29/2026

Samsung: 2027 HBM Capacity Sold Out, Memory Supply Tight Through 2028

1 reports archived1 independent sourcesupdated 10/29/2026, 13:50:07
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Samsung Electronics confirmed that its High Bandwidth Memory (HBM) capacity for 2027 is fully sold out and predicts tight DRAM supply through 2028. While the broader memory market remains oversupplied, AI-driven demand has caused HBM4 sales to triple quarter-over-quarter, prompting Samsung to lock in most output via long-term agreements.

LATEST/Samsung Electronics confirmed that its High Bandwidth Memory (HBM) capacity for 2027 is fully sold out and predicts tight DRAM supply through 2028. While the broader memory market remains oversupplied, AI-driven demand has caused HBM4 sales to triple quarter-over-quarter, prompting Samsung to lock in most output via long-term agreements.

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Total 1 reports · Latest first
  1. IT之家 · IT业界T2·78 pts

    Samsung: 2027 HBM Capacity Sold Out, Memory Supply Tight Through 2028

    • Samsung's 2027 HBM capacity is fully sold out at target prices, indicating extreme demand for high-end AI storage.
    • Overall DRAM supply is expected to remain tight through 2028, despite an oversupplied conventional memory market.
    • HBM4 sales grew more than 3x QoQ, accounting for 60% of total HBM revenue, with segment market share matching overall DRAM share.