Samsung Electronics: Shifting Supply-Demand Dynamics of HBM3E to Narrow Profit Margin Gap with Traditional DRAM
18 hour ago / Read about 0 minute
Author:小编   

During its latest earnings conference call, Samsung Electronics disclosed that the rapid growth in supply of HBM3E products, outpacing demand, is anticipated to alter market supply-demand dynamics, resulting in short-term fluctuations in market prices. The company forecasts a significant narrowing of the profit margin gap between HBM3E and traditional DRAM following the anticipated price surge of DRAM in the second half of the year. Consequently, in the pursuit of profit optimization, adopting a balanced product mix strategy in the near term becomes increasingly critical.