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2025-12-15 16:13:04
[Market Expects Samsung Electronics' HBM Sales to Nearly Triple Next Year] ⑴ Market expectations suggest that Samsung Electronics' high-bandwidth memory (HBM) sales are likely to triple next year. ⑵ Analysts point out that, supported by a customer base centered around application-specific integrated circuit (ASIC) manufacturers, Samsung Electronics plans to allocate approximately 60% of its total HBM production capacity to ASIC customers next year. ⑶ Of this, the supply of HBM to Broadcom is expected to triple year-on-year. ⑷ Based on this, it is estimated that Samsung Electronics' market share in the HBM market is expected to reach around 35% next year, roughly double that of this year.
