Samsung 4Q25
- Semiconductor revenue up 27% q/q and 41% y/y to $30.4B- 2025 capex: $33.4B; memory investments increased to support HBM growth; 2026 capex for memory will increase meaningfully in ’26; cleanroom focus- HBM sales in 2026 are expected to increase by >3x y/y; fully booked for ’26- HBM4 Shipments are scheduled to begin in February 2026; Samples were supplied last year with no redesign required; positive feedback- HBM4E standard product sampling is planned to begin around the middle of 2026. Custom HBM4E will follow in 2H26- limited demand for 16-HI; no commercialization; upcoming HBM4E 12-high products offer equivalent density- shipped samples using HB technology based on HBM4 last quarter; partial commercialization of HB is planned for select HBM4 products- focusing on expanding capacity for HBM3 while proactively investing to secure 1c node capacity for HBM4 and HBM4E- intends to maintain a balanced mix between HBM and server DDRSource: Sravan Kundojjala
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