NuAxiSemiconductor trade intelligence
RT NEWS: #Samsung says its 2027 #HBM supply is already sold out and tight supply should last through 2028—Jaejune Kim, EVP of Memory, said on the Q3 ...
What happened
Jaejune Kim, EVP of Memory at Samsung, said on the Q3 call that the company's 2027 HBM supply is already sold out and that tight supply should last through 2028. The same Q3 call disclosed operating profit of KRW 107.4 trillion, topping KRW 100 trillion for the first time. The source does not state the cause.
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
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders