Samsung to more than double HBM4 output next year, HBM total up ~40% to 250K wafers/month
Beth_Kindig · x · 2026-09-25
Samsung is reportedly expected to more than double its HBM4 family output next year, with total HBM output rising 40% to 250,000 wafers per month.
The expansion directly serves insatiable HBM demand from NVIDIA and AMD, making it a key signal for the 2025 AI compute supply chain.
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