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Samsung Electronics eyes 40% HBM market share in Q4 as semiconductor comeback gains steam
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Fusion42 · 12 September 2026 · Fusion42 review
Samsung Electronics is set to increase its global high-bandwidth memory (HBM) market share to about 40% in Q4 2026, driven by ramped sales of sixth-generation HBM4 chips and improving yields in its advanced foundry processes, highlighting the company's competitive advantage through integrated memory, foundry, and packaging operations.
This Wire brief sits within Fusion42's coverage of Semiconductors.
◆ ◆ The Wire takeaway
Samsung's integration of memory, foundry and packaging sets a new bar in the HBM market, making it harder for pure-memory makers to compete. If you supply AI or GPU chips, Samsung’s turnkey offering redefines your supplier options this quarter.
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1 source · 11 Sep 2026
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