Samsung executive: Memory demand will continue until 2027, HBM4 customer feedback is "very satisfied"

Samsung Electronics executives expect strong demand for memory chips to continue until 2027 and revealed that the company's next-generation high-bandwidth memory chip HBM4 has received "very satisfactory" feedback from customers. This statement highlights how AI-driven memory demand is reshaping the global semiconductor market landscape. On February 11, according to Reuters, Song Jai-hyuk, Chief Technology Officer of Samsung Electronics' chip division, stated at the Semicon trade show that the company anticipates strong demand for memory chips to persist this year and extend into next year due to robust demand driven by artificial intelligence. This forecast aligns with the current tight supply-demand situation in the memory market. As mentioned in a previous article by Wallstreetcn, with the global memory chip supply shortage worsening, Samsung Electronics, the world's largest memory chip manufacturer, warned in early January that soaring costs could force the entire electronics industry to raise product prices, a trend that could even affect Samsung's own consumer electronics product line. Song Jai-hyuk specifically pointed out that customers are "very satisfied" with Samsung's next-generation high-bandwidth memory chip HBM4. Reportedly, HBM4 is a high-performance memory product designed for AI systems, and this positive feedback indicates that Samsung's technological competitiveness in the AI chip field is gaining market recognition. According to Wallstreetcn, Samsung Electronics will be the first in the world to initiate large-scale production and shipment of HBM4 after the Lunar New Year holiday, with this new generation of high-bandwidth memory for AI chips leading the industry in performance. This move marks Samsung's attempt to establish a dominant position in the new generation AI storage market and make up for the market losses of the previous generation products. Industry insiders revealed that Samsung Electronics has scheduled the mass production and shipment of HBM4 for NVIDIA to begin in the third week of this month, immediately after the Lunar New Year holiday. This will be the world's first mass production and shipment of the new generation HBM4