Samsung prioritizes balanced DRAM mix as DDR5 outgains HBM short term

Samsung Electronics said at the 2026 first-quarter earnings conference call held on the 30th, "We recognize external views that, as recent commodity DRAM has become more profitable than HBM, it is advantageous in the short term to increase the share of server DDR5 DRAM," adding, "Because commodity DRAM is negotiated on a quarterly basis, a profitability reversal has occurred. However, considering the negotiating environment of the HBM market going forward, the profitability gap will narrow, and if we pursue only short-term profitability and increase the share of commodity DRAM, it would disrupt the AI infrastructure market, so we will maintain a balanced production mix."