NuAxiSemiconductor trade intelligence
#Samsung’s #HBM momentum: 2027 supply effectively sold out, #HBM4 sales more than tripled in 3Q26, and HBM market share reportedly matching its broad...
What happened
According to TrendForce's post dated Oct 29, 2026, Samsung's HBM momentum is strong: its 2027 HBM supply is effectively sold out, HBM4 sales more than tripled in 3Q26, and its HBM market share is reportedly matching its broader DRAM standing. The post also notes that, hot on the heels of SK hynix's record quarter, Samsung's DS unit posted a 72% operating margin, while 10 major customers have signed memory LTAs, with 10 more in talks. The source does not state the cause for the sold-out supply or the sales growth.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Source and time
Source: TrendForce Official (Market Data) · 10/28/2026 · View original source
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