--- title: "Samsung executive: Memory demand will continue until 2027, HBM4 customer feedback is \"very satisfied\"" type: "News" locale: "en" url: "https://longbridge.com/en/news/275547909.md" description: "The Chief Technology Officer of Samsung Electronics' chip division stated that the strong demand driven by artificial intelligence is expected to continue this year and extend into next year. He specifically noted that customers are \"very satisfied\" with Samsung's next-generation high-bandwidth memory chip HBM4. Earlier reports indicated that Samsung Electronics will be the first in the world to initiate large-scale production and shipment of HBM4 after the Lunar New Year holiday" datetime: "2026-02-11T03:50:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/275547909.md) - [en](https://longbridge.com/en/news/275547909.md) - [zh-HK](https://longbridge.com/zh-HK/news/275547909.md) --- > Supported Languages: [简体中文](https://longbridge.com/zh-CN/news/275547909.md) | [繁體中文](https://longbridge.com/zh-HK/news/275547909.md) # 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 ### Related Stocks - [iShares Semiconductor ETF (SOXX.US)](https://longbridge.com/en/quote/SOXX.US.md) - [Samsung Electronics Co., Ltd. Sponsored GDR (SMSN.UK)](https://longbridge.com/en/quote/SMSN.UK.md) - [Samsung Electronics Co Ltd Sponsored GDR Pfd (SSNGY.US)](https://longbridge.com/en/quote/SSNGY.US.md) - [VanEck Semiconductor ETF (SMH.US)](https://longbridge.com/en/quote/SMH.US.md) - [Direxion Daily Semicondct Bull 3X ETF (SOXL.US)](https://longbridge.com/en/quote/SOXL.US.md) - [State Street® SPDR® S&P® Smcndctr ETF (XSD.US)](https://longbridge.com/en/quote/XSD.US.md) ## Related News & Research - [Samsung Releases New Flagship Phones With Focus on Easy-to-Use AI](https://longbridge.com/en/news/276925228.md) - [Samsung Electronics to Introduce 2026 Bespoke AI AirDresser](https://longbridge.com/en/news/277395349.md) - [AI deepfakes are a train wreck and Samsung’s selling tickets](https://longbridge.com/en/news/277240231.md) - [Samsung AI-RAN demo signals telecom cloud shift at MWC 2026](https://longbridge.com/en/news/277442879.md) - [Samsung unveils Galaxy S26; lifts prices in key markets amid chip price surge](https://longbridge.com/en/news/276922922.md)