Samsung Electronics Targets Over Triple HBM3E Pricing for Next-Gen HBM4 Supply

Newsquawk · 2026-10-02

Samsung Electronics (005930 KS) is reportedly pursuing pricing for next year's HBM4 shipments at more than three times the current HBM3E valuation, pitching major clients in the mid-to-high USD 4/Gb range compared to approximately USD 1.5/Gb for HBM3E, according to Maeil Business. Because memory operates as a negotiated contract market, initial opening asks for advanced HBM typically debut aggressively high before qualification rates, yields, and rivaling pressures moderate the ultimate blended price. Samsung's ambitious target reflects both optimism regarding its qualification momentum and a strategy to recover lost margin ground following prior generational discounts. Market participants are closely watching the response from competing suppliers, definitive customer qualification milestones, and further corroboration of these initial domestic media reports.

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Reports indicate that Samsung Electronics has proposed next-generation HBM4 supply prices in the mid-to-high $4 range per Gb, which is more than three times higher than the existing HBM3E. This factor raises expectations for rising average selling prices (ASPs) and improved margins among memory semiconductor suppliers. Investors should closely monitor future customer approvals and competitors' pricing responses.

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Semiconductors — Samsung Electronics proposed HBM4 supply prices in the mid-to-high $4 range per Gb, three times higher than HBM3E, boosting expectations for rising average selling prices (ASPs) and improved profitability in the memory semiconductor industry.

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Crude Oil — Concerns over supply disruptions and upward pressure are reflected in the crude oil market due to the possibility of the Strait of Hormuz control and escalating geopolitical tensions.

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