Samsung Expands AI Memory Strategy Beyond HBM

At OCP Global Summit 2026, Samsung outlined an AI memory strategy built on three pillars: speed (HBM5, zHBM, PIM, HBM4E), capacity expansion via CXL (CMM-D module, memory pooling) and persistence with enterprise SSDs and high-capacity NAND. Samsung and AMD showcased CXL-based memory expansion. Samsung held 39% of the DRAM market and 29.3% of NAND in Q2 2026.

• Strategy rests on three pillars: speed, memory expansion and persistence
• Portfolio includes HBM5, zHBM, PIM and HBM4E
• CXL-based CMM-D module and memory pooling expand AI system capacity
• Samsung held 39% of DRAM and 29.3% of NAND in Q2 2026