Samsung announced it will more than double its production of HBM4 and HBM4E high‑bandwidth memory chips next year. The boost comes from expanding wafer capacity at its Pyeongtaek fab and adding a new line dedicated to…

The source, Sedaily, reports the plan targets a "more than double" increase, though it does not disclose exact volume figures. Samsung has not released a formal press statement, but industry insiders confirm the expan…

AI training clusters consume terabytes of memory per node, and HBM remains the only memory that can keep up with GPU bandwidth. With Nvidia's Hopper and AMD's MI300X already demanding HBM4, a tighter supply could thro…

Competitors such as SK Hynix and Micron have announced HBM4 roadmaps, but neither has signaled a comparable scale‑up. Hynix hinted at a modest 30‑40% increase in HBM4 fab output for 2027, while Micron is still pilotin…