---
title: "Samsung 4Q25- Semiconductor revenue up 27% q/q and 41% y/y to $30.4B- 2025 capex: $33.4B; memory inv"
description: "Samsung 4Q25- Semiconductor revenue up 27% q/q and 41% y/y to $30.4B- 2025 capex: $33.4B; memory investments increased to support HBM growth; 2026 capex for memory will increase meaningfully in ’26; c"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000433045.md"
published_at: "2026-01-29T09:01:24.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Samsung 4Q25- Semiconductor revenue up 27% q/q and 41% y/y to $30.4B- 2025 capex: $33.4B; memory inv

Samsung 4Q25

\- Semiconductor revenue up 27% q/q and 41% y/y to $30.4B

\- 2025 capex: $33.4B; memory investments increased to support HBM growth; 2026 capex for memory will increase meaningfully in ’26; cleanroom focus

\- HBM sales in 2026 are expected to increase by >3x y/y; fully booked for ’26

\- HBM4 Shipments are scheduled to begin in February 2026; Samples were supplied last year with no redesign required; positive feedback

\- HBM4E standard product sampling is planned to begin around the middle of 2026. Custom HBM4E will follow in 2H26

\- limited demand for 16-HI; no commercialization; upcoming HBM4E 12-high products offer equivalent density

\- shipped samples using HB technology based on HBM4 last quarter; partial commercialization of HB is planned for select HBM4 products

\- focusing on expanding capacity for HBM3 while proactively investing to secure 1c node capacity for HBM4 and HBM4E

\- intends to maintain a balanced mix between HBM and server DDR

Source: Sravan Kundojjala

### Related Stocks

- [HBM.US - Hudbay Minerals](https://longbridge.com/en/quote/HBM.US.md)

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.