Samsung’s HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently announced that its entire HBM supply for 2026 is already fully booked, intensifying competition among the three major memory manufacturers in the HBM market.