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三星电子:第三季度HBM芯片销量环比增超80%
Ge Long Hui A P P· 2025-10-30 02:04
Core Viewpoint - Samsung Electronics indicates that the demand for HBM (High Bandwidth Memory) is growing faster than supply, with Q3 HBM chip sales increasing by over 80% compared to Q2 [1] Group 1: HBM Market Insights - HBM chip sales are projected to significantly exceed this year's figures by 2026, with customer demand for next year already secured [1] - The company is considering expanding HBM production in the coming year [1] - There are expectations of supply constraints for mobile and PC memory chips in 2026 [1] Group 2: Strategic Actions - Samsung plans to retire treasury stock in the near future [1] - The company maintains a cautious outlook regarding geopolitical uncertainties in the second half of next year [1]