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Key Points

Samsung is strategizing to regain its HBM dominance after falling behind SK hynix in the AI-driven memory market. The company is accelerating HBM4 production to compete with rivals like Nvidia and TSMC. Meanwhile, LG is boosting its sports display business with a high-profile Valencia Arena project. Both firms are pivoting to high-growth tech sectors amid shifting industry dynamics.

Key Points: Samsung Aims to Reclaim HBM Lead in Strategy Meetings Amid AI Boom

  • Samsung lost DRAM market lead to SK hynix for the first time
  • HBM4 mass production could revive Samsung’s AI chip edge
  • Nvidia’s quality tests block Samsung from HBM supply chain
  • LG expands global sports displays with Valencia Arena LED project
2 min read

Samsung seeks turnaround in HBM in biannual strategy meetings: Report

Samsung reviews HBM4 production plans after losing DRAM market share to SK hynix, as AI demand fuels high-bandwidth memory chip competition.

"Samsung’s HBM chips reportedly failed Nvidia’s quality tests, missing the AI-driven supply chain dominated by SK hynix and TSMC. — Yonhap"

Seoul, June 22

Samsung Electronics is seeking ways to regain its footing in the premium high bandwidth memory (HBM) sector after losing its leadership position during executive-level meetings focused on business strategies for the second half of the year.

The biannual meetings, held from Tuesday over a three-day span, were led by division heads and covered regional and business-specific challenges, as well as sales strategies and performance goals for the coming months, reports Yonhap news agency.

During Wednesday's session hosted by its key semiconductor division, discussions centred on HBM sales strategies and production schedules, as the memory chips continue to see surging demand driven by the recent boom in generative artificial intelligence (AI), according to sources.

Samsung Electronics' HBM chips have reportedly struggled to pass Nvidia Corp.'s quality tests, preventing the company from joining the global HBM supply chain, which is currently dominated by Nvidia, SK hynix Inc. and TSMC.

As a result, Samsung Electronics was overtaken by rival SK hynix in global DRAM market share for the first time in the first quarter of this year.

According to the data from global market research firm Omdia, SK hynix's market share rose 36.9 percent in the first quarter of this year, overtaking Samsung Electronics, whose share dropped to 34.4 percent.

The company also reviewed its plan to begin mass production of next-generation HBM4 in the second half of the year, a move the company hopes will be a game-changer in reclaiming its competitive edge.

Meanwhile, LG Electronics said on Sunday it will install large light-emitting diode (LED) digital displays at Roig Arena, a new indoor multipurpose facility in Spain, as part of its effort to expand its global sports entertainment business.

The company plans to install a massive exterior LED screen, dubbed "The Eye," as well as a central scoreboard, a 76-meter-long main display and an LED ribbon screen encircling the interior of the stadium.

Roig Arena, designed to host a variety of events, including sports and entertainment, is currently under construction and is expected to open in September. It will serve as the new home for the Valencia Basket team.

LG Electronics has been expanding its footprint in the global commercial display market by supplying large digital signage to sports venues worldwide, particularly in the United States and Europe.

—IANS

- IANS

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Reader Comments

Here are 5 diverse Indian perspective comments for the Samsung HBM article:
R
Rajesh K.
Interesting to see Samsung struggling in HBM chips. As an Indian tech enthusiast, I hope this competition leads to better products and prices for consumers. Maybe Indian semiconductor companies can learn from these developments too. 🇮🇳
P
Priya M.
The AI boom is changing everything! Samsung needs to up its game if it wants to stay relevant. Indian startups working in AI should pay attention to these hardware developments - the right chips can make or break your AI models.
A
Amit S.
Samsung losing to SK hynix is surprising. Their phones are so popular in India, but maybe they took their eye off the semiconductor business. Hope they bounce back - competition is good for the market. 🤞
N
Neha V.
While everyone's focused on Samsung's chip struggles, the LG display news is exciting too! Indian stadiums could use such advanced display tech. Imagine watching IPL matches with screens like that! 🏏
S
Sanjay R.
This shows how crucial quality control is. Samsung failing Nvidia's tests is a big deal. Indian manufacturing needs to learn from this - we can't just make cheap products, we need to meet global standards if we want to compete internationally.

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