Samsung eyes 2026 AI gold rush
Samsung will begin mass production of HBM4 memory, 24-gigabit GDDR7 chips, and products exceeding 128 gigabytes in 2026. The technology manufacturer reported third-quarter revenue of 86.1 trillion won, a 15.4 percent increase from the previous quarter, with memory division sales reaching record levels driven by strong HBM3E demand and server solid-state drive purchases.
The company plans to supply its 2-nanometer gate-all-around manufacturing process and HBM4 base components next year. Samsung demonstrated HBM4 technology capable of 11 gigabits per second processing speeds for artificial intelligence accelerators from Nvidia and AMD. The memory maker will expand production of high-capacity DDR5 modules and GDDR7 chips as server platform launches from AMD and Intel are scheduled for late 2026.
Consumer memory and storage costs have increased as manufacturers prioritize the supply of artificial intelligence. Major producers announced higher prices for DDR5 and DDR4 products amid shortages affecting standard computer components.
