HBM

Samsung is expected to more than double its production of HBM4 and HBM4E high-bandwidth memory DRAM next year, according to a report citing sources. The expansion targets surging demand for advanced memory used in AI accelerators, where Samsung competes with SK Hynix and Micron for supply deals with chip and data-center customers.

Analysts and industry watchers are debating how long the current shortage of memory chips will last. Demand from AI infrastructure, limited wafer capacity, and the shift of production toward HBM are squeezing supply of conventional DRAM and NAND. Building new manufacturing capacity takes years, so many expect tight supply and high prices to persist well into the coming years, though forecasts differ on the exact timeline.

SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The South Korean chipmaker, a leading supplier of HBM and DRAM to companies like Nvidia, has so far concentrated manufacturing in Korea and China. A US move would align with Washington's push to bring advanced semiconductor production onshore through incentives and tariffs, though the company has reportedly not made a final decision.