Rumor
Samsung Electronics expected to see revenue from 30,000 wafers per month for HBM base dies and SSD controllers
Sunday, February 1, 2026 at 10:32 AM
Analysis suggests Samsung Electronics may generate revenue from 30,000 wafers per month specifically for HBM base dies and SSD controllers, a segment allegedly overlooked in current brokerage reports.
Context
Samsung Electronics is set to capture significant unpriced revenue from its logic and foundry divisions through the production of HBM base dies and SSD controllers. While many market analysts focus strictly on memory bit growth, they may be overlooking the financial contribution of these specialized components. Current estimates indicate that Samsung Electronics will realize revenue from roughly 30,000 wafers per month dedicated to these parts, providing a consistent boost to its top line as global AI demand scales.
This shift is critical as base dies serve as the foundational layer for HBM3E and HBM4, facilitating high-speed communication with AI accelerators from firms like Nvidia. By maintaining a capacity of 30,000 wafers per month, the company leverages its unique dual position as both a memory manufacturer and a foundry. For investors, this represents a diversified AI play that captures value from both storage and logic interfaces, potentially leading to earnings upside throughout 2024 and 2025.
Related Companies
Samsung Electronics
005930