[Concall] Samsung Electronics "HBM3E Improved Product to be Supplied from End of Q1"

Seoul Samsung Electronics Seocho Building. Photo by Kang Jin-hyung

On the morning of the 31st, following the announcement of its Q4 results for last year, Samsung Electronics stated at a briefing, "We plan to begin mass production and supply of the improved HBM (High Bandwidth Memory) 3E products from the end of the first quarter," adding, "Visible supply increases are expected from the second quarter." The company further explained, "Due to the U.S. government's announced restrictions on advanced semiconductor products and the shift of existing demand to improved products, sales constraints on HBM products are anticipated in the first quarter," and projected, "A rapid transition from 8-layer to 12-layer will occur starting in the second quarter."

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