HBM

Samsung is expected to more than double its production of HBM4 and HBM4E high-bandwidth memory DRAM next year, according to a report citing sources. The expansion targets surging demand for advanced memory used in AI accelerators, where Samsung competes with SK Hynix and Micron for supply deals with chip and data-center customers.

Industry observers are asking when the global memory chip shortage will ease. The squeeze is driven by surging AI infrastructure demand, limited wafer capacity, and the priority given to HBM production, while DRAM and NAND investment remains constrained. New manufacturing capacity takes years to build, so analysts say relief is unlikely before major fabs now under construction come online.