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Samsung's HBM Production Capacity for 2027 Sold Out, DRAM Supply Expected to Remain Tight in 2028
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Author：小编
On October 29, Samsung Electronics announced during its third-quarter 2026 earnings call that its high-bandwidth memory (HBM) production capacity for 2027 has been fully sold out at target prices, and it anticipates continued tight DRAM memory supply in 2028. The earnings report revealed that Samsung achieved single-digit growth in both DRAM and NAND shipments in Q3, with average selling prices rising by 20% and nearly 10%, respectively. HBM4 sales surged more than threefold quarter-over-quarter, accounting for 60% of total HBM revenue.
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