Samsung overtakes SK hynix in HBM revenue as HBM4 sales surge in Q3

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Samsung Electronics announced during its Q3 2026 earnings conference call on the 29th that HBM4 revenue in the third quarter increased more than threefold compared to the previous quarter, and the proportion of HBM4 in total HBM revenue expanded to approximately 60%. Samsung Electronics explained that it has already achieved its goal of securing a market share in the HBM market equivalent to that of the overall DRAM market. HBM supply volume for…

asiae.co.kr

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Estimates cited by Investing.com put Samsung's HBM memory revenue at about $8.7 billion during the third quarter of 2026, with a quarterly increase of 33%. The figure would exceed the estimate of USD $7.6 billion for SK hynix collected by CryptoBriefing, but does not amount to a definitive breakdown of results. The relationship with HBM4 and the Vera Rubin accelerators of Nvidia is plausible, although the information available does not confirm t…