[Concall] Samsung Electronics "HBM3E, Key Quality Milestone Achieved... Q4 Sales Expansion Expected"

On the 31st, Samsung Electronics stated during its Q3 earnings conference call that "HBM sales in the third quarter grew by more than 70% compared to the previous quarter, and we are currently mass-producing and selling HBM3E 8-layer and 12-layer products." They added, "The sales proportion of HBM3E within the overall HBM business increased to the mid-to-high teens percentage in Q3. Although some commercialization delays mean the results will fall short of the levels announced last quarter, we expect the HBM3E sales proportion to reach about 50% in Q4."

They continued, "As disclosed in the preliminary earnings report, commercialization of HBM3E for major customers was delayed compared to expectations, but we have made significant progress by completing important stages in the quality test process with key customers, and we anticipate sales expansion during Q4." They also said, "We are expanding our sales base by increasing the number of projects for HBM3E 8-layer and 12-layer products targeting multiple customers."

Furthermore, they stated, "We are preparing additional optimized HBM3E improved products tailored to the next-generation GPU projects of major customers," and "We are currently coordinating schedules with customers to mass-produce these improved products within the first half of next year."

Samsung Electronics Seocho Building. Photo by Jinhyung Kang aymsdream@

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