“Negotiations for 2027 supply have been completed at our target price level, which reflects that competitiveness, and the supply is already sold out. Even after the full sellout, we continue to receive requests from major customers for additional supply — demand is forecast to far outpace supply, with tight conditions extending into 2028.”

Samsung said HBM4 sales more than tripled sequentially and made up roughly 60% of HBM sales in Q3 2026; resolves on whether 2027 HBM shipments and pricing hold to the contracted volumes.