Samsung Electronics has surpassed $1 billion in sales of its HBM4 (High Bandwidth Memory) just four months after starting mass production. The company is poised to achieve $10 billion in sales this year, driven by increased investments in artificial intelligence (AI) infrastructure and growth in the application-specific integrated circuit (ASIC) market.
According to Yonhap News and industry sources on June 23, Samsung began mass production of HBM4 in February, becoming the first in the world to do so. By the end of this month, cumulative sales are expected to reach approximately $1.2 billion.
Since its launch, HBM4 has seen rapid supply expansion to major clients, contributing to an increase in Samsung's market share in the HBM sector. Industry analysts believe that if supply capacity expands as planned, HBM4 sales could exceed $10 billion this year. It is considered unusual for a new memory product to achieve double-digit billion-dollar sales in its first year of production.
The surge in demand is attributed to increased investments in AI data centers and the rapid growth of the ASIC market. The expansion of AI services has led to a skyrocketing demand for high-performance memory, resulting in a swift growth of the HBM market. Analysts predict that the global HBM market size will reach $54.6 billion this year, a 58% increase from the previous year.
Meanwhile, on the same day, Samsung Electronics Chairman Lee Jae-yong visited the Cheonan campus, a key production site for HBM, to inspect the manufacturing process.
* This article has been translated by AI.
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