Samsung plans to double HBM4 and HBM4E production capacity next year
September 20, 2026
Samsung intends to more than double its HBM4 and HBM4E DRAM output next year. To support this, the company is increasing glass carrier demand by 2.5 times, scaling outsourced cleaning volumes from 20,000 to 50,000 sheets per month.
HOW THIS AFFECTS YOU
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founderAnticipate potential shifts in hardware availability and pricing for high-end AI training clusters.
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investorMonitor these supply chain shifts as they signal capacity expansion in the HBM market.