Samsung Electronics: Seventh-generation HBM4E mass production to start in the first half of next year

Samsung Electronics: "Seventh-generation HBM4E mass production to start in the first half of next year, foundry business achieves double-digit growth"Samsung Electronics’ HBM4 revenue in the third quarter increased to more than three times the previous quarter. The next observation point is whether the expansion of existing products can continue through to 2027 with HBM4E mass production and foundry business growth.HBM is high-bandwidth memory used for AI accelerators. Samsung Electronics stated that it shipped 12-layer HBM4E samples to customers in May this year, and now plans to begin mass production in the first half of 2027 and boost output in the second half. The average selling price of DRAM increased by 20% quarter-on-quarter in the third quarter, and NAND rose by 10%.Foundry business revenue is linked to chips under HBM known as base dies. Samsung Electronics expects foundry revenue in the fourth quarter to achieve double-digit growth both quarter-over-quarter and year-over-year.According to the company’s financial data, mobile and network business posted an operating loss of 600 billion KRW in the third quarter, and finished goods business continues to face cost pressure.The mass production schedule and foundry growth are part of company plans, not yet realized results. It is necessary to pay attention to HBM4E customer certification and actual shipments, as well as whether increased output can translate into profitability.