---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000433045.md"
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; 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 DDRSource: Sravan Kundojjala"
datetime: "2026-01-29T09:01:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000433045.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000433045.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000433045.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Samsung 4Q25- Semiconductor revenue up 27% q/q and…


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- [HBM.US](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.**