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中文(ZH) 三星电子：预计三季度HBM4销售额将环比增长2倍以上

Samsung Electronics projects over 2x HBM4 sales growth in Q3

By PulseAugur Editorial · [1 sources] ·

Samsung Electronics anticipates a significant surge in its High Bandwidth Memory (HBM4) sales for the third quarter, projecting a more than twofold increase compared to the previous quarter. The company aims to capture over 60% of the HBM market share in the latter half of the year, bringing its HBM market presence in line with its existing DRAM market share. This strategic push follows a strong first quarter where Samsung held a 38% share of the global DRAM market. AI

IMPACT Indicates strong demand and growth in the specialized memory market crucial for AI hardware.

RANK_REASON Company announcement of significant sales growth projection for a key product. [lever_c_demoted from significant: ic=1 ai=0.7]

Read on 36氪 (36Kr) →

AI-generated summary · Google Gemini · from 1 sources. How we write summaries →

Samsung Electronics projects over 2x HBM4 sales growth in Q3

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0 / 100
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Research
Company announcement of significant sales growth projection for a key product. [lever_c_demoted from significant: ic=1 ai=0.7]
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Single-source cluster
Only one publisher covered this so far. Single-source stories can still rank when the publisher is high-authority, but they lack cross-source corroboration.
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product, infra
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High
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Story freshness
58 days old
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COVERAGE [1]

  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Samsung Electronics: HBM4 sales in the third quarter are expected to more than double quarter-on-quarter

    三星电子7月30日预测，第三季度第六代高带宽内存（HBM4）销售额将环比增长2倍以上，下半年HBM4销售额将占HBM销售总额的60%以上。三星提出，下半年将把HBM全球市占率提升至与同步动态随机存取存储器（DRAM）相当的水平。今年第一季度，三星电子DRAM全球市占率为38%。（新浪财经）

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