Samsung sells out of 2026 HBM4 supply as memory resurgence continues

Samsung's resurgence in the memory business continues after a tough few quarters. The recent approval of its HBM3E chips from NVIDIA has certainly helped while the higher prices for legacy memory products has lifted the company's bottom line.

The company had been focusing on hitting it big with the next-generation HBM4 modules and it may have scored that win. Samsung has already sold out of its 2026 supply of HBM4 chips, the company has revealed during its recent earnings call.

High-bandwidth memory, or HBM, is in high demand these days as these chips are used in AI accelerators. As the industry can't get enough of AI chips, the companies that make them can't get memory chips fast enough.

It's a cycle that Samsung and other memory makers are taking full advantage of. Rivals like SK Hynix and Micron have already sold through much of their supply for 2026.

Samsung recently started shipping HBM4 samples to interested customers, which is said to include NVIDIA as well, for quality testing. The company has signaled strong demand for the product, highlighting the pre-orders for HBM4 supply have already exceeded its planned output.

Kim Jae-june, EVP of Samsung's memory business, said during the recent earnings call that the company has significantly increased its HBM production for 2026 as demand is higher than supply. It's considering to expand the capacity even further as more orders continue to come in.

This is certainly a good problem to have for Samsung, which effectively sat on the sidelines and saw SK Hynix and Micron take up a bulk of the HBM3E orders. A strong HBM4 offering will ensure that Samsung can properly capitalize on the AI hardware gold rush.