NuAxiSemiconductor trade intelligence
For Samsung, HBM is the gift that keeps on giving
What happened
Samsung Electronics reported record Q2 2026 revenues and profits driven by a 56% QoQ increase in memory unit sales and significant price hikes. DRAM average selling prices (ASP) rose by mid-40% while NAND ASPs increased by high-60% QoQ, fueled by AI server demand. The company shipped HBM4E samples and achieved record server revenue share, indicating strong supply constraints.
Impact and signal
High impactImpact score: 98/100
Affected components and suppliers
shortageprice-hikeearningsHBM4
Source and time
Source: Blocks & Files · 7/31/2026 · View original source
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