Samsung signs long-term memory deals with 10 customers, HBM sold out

Samsung has signed long-term memory supply agreements with 10 major global customers and is negotiating with 10 more, aiming to cover 60–70% of capacity with contracts by 2030. HBM volumes for next year are already sold out at target prices, and HBM4 sales more than tripled quarter-over-quarter to reach 60% of total HBM sales.

• Long-term memory contracts signed with 10 customers, 10 more in final talks
• Target: 60–70% of capacity under long-term deals by 2030
• HBM4 accounts for 60% of HBM sales; next-year volumes sold out
• 2nm order projects expected to more than double this year