Memory Giants Race to HBM4 as Micron Earnings Beat Lifts Samsung Q3 Expectations
Samsung, SK Hynix, and Micron are rapidly expanding HBM4 production in H2 2026 as AI accelerator demand from hyperscalers drives an unprecedented shift in memory product mix.
Key points
- Samsung, SK Hynix, and Micron are accelerating HBM4 output as AI demand drives memory product mix shift.
- Micron beat Q3 expectations, raising confidence Samsung Q3 operating profit exceeds 100 trillion won.
- HBM4 capacity expansion is squeezing general DRAM supply, creating a secondary pricing tailwind for memory makers.
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