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DigiTimes
Samsung faces tougher HBM4E test after HBM4 comeback
Samsung Electronics' semiconductor chief cautions that while the company's return to HBM4 technology is seen as a positive development, it does not guarantee overall recovery. Executives are advised to remain vigilant to the challenges posed by the market dynamics, especially as future projections suggest increasing risks of memory supply surplus by 2028.
MonitorConfidence: MediumMid term horizon
Published 18 Aug 2026, 04:20 UTC1 min read
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Summary
TL;DR
- Samsung's HBM4 recovery signals progress but poses risks.
- Caution advised against viewing recovery as complet.
- Market forecasts hint at potential memory gluts by 2028.
- HBM4E tests expected to become increasingly challenging.
- China's LCD panel dominance impacts overall market dynamics.
Interesting facts
- Samsung's HBM sector recovery may be an initial phase rather than a full turnaround.
- Executive warnings indicate a proactive approach towards market fluctuations.
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