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Samsung Electronics says memory demand keeps rising, HBM4 sales triple

Samsung Electronics said demand in its memory business continues to exceed supply as AI server memory demand grows, while new fab construction and transitions to new high-bandwidth memory generations lag. It expects supply tightness to persist through 2028 and is securing volume and pricing through HBM4 sales and long-term supply contracts while adjusting equipment investment to demand changes. The company said third-quarter DRAM and NAND average selling prices rose and that HBM4 revenue more than tripled from the previous quarter.