Samsung Electronics said at its first-quarter 2026 earnings conference call on the 30th that first-quarter HBM sales more than tripled from a year earlier, adding, We introduced 1c-process DRAM to drive a performance uplift in HBM4 products, and customers are actively adopting it, which is translating into an actual premium. It further predicted that HBM4 will account for more than half of total HBM sales starting in the third quarter.
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