三星：明年HBM内存产能已售罄！推测向英伟达供应HBM3E产品

Core Insights - Samsung's high bandwidth memory (HBM) production capacity for next year is fully booked, indicating strong market demand driven by the AI boom [1][3] - The company is considering expanding its HBM production lines to meet ongoing orders, highlighting the critical role of HBM in AI applications [1] - Samsung has indirectly confirmed the supply of HBM3E products to Nvidia, with sales gradually expanding to all customers [1] Market Dynamics - The strong demand in the AI sector is expected to be the main growth driver for the memory market next year [3] - Samsung has acknowledged that the supply of memory for mobile devices and PCs will be limited due to the focus on HBM and DRAM production [3] - Traditional memory products have seen significant price increases due to a shift towards advanced process nodes, leading to anticipated supply tightness in the future [3] Semiconductor Market Outlook - The semiconductor market is expected to maintain strong momentum in the first half of next year, driven by the ongoing AI trend, although potential impacts from tariffs and uncertainties should be monitored [3] - Major players like Samsung, SK Hynix, and Micron are preparing to launch HBM4 products next year, which will be used in Nvidia's next-generation GPU "Rubin" platform [3] Financial Performance - Samsung reported a record quarterly revenue of 86.1 trillion KRW (approximately 427.9 billion RMB) and an operating profit of 12.2 trillion KRW (about 60.6 billion RMB) in Q3, marking the highest revenue in the company's history [3]