Samsung Electronics is the world's largest semiconductor company by revenue and a major HBM producer, though currently ranked #3 in HBM3E (17% share) behind SK Hynix and Micron after a series of NVIDIA qualification delays. Samsung passed HBM3E qualification with NVIDIA in September 2025 and is AMD's primary HBM supplier. The company is planning a 50% HBM capacity surge in 2026 and is racing to qualify HBM4 at competitive yields.
Samsung operates in the Memory, Storage & Data sector, tracked across Tessara's AI infrastructure intelligence platform as a component of the Memory Regime Score (MRS).
Tessara tracks Samsung across 112 signals in the last 30 days, providing real-time AI infrastructure intelligence including supply chain analysis, regulatory exposure, and competitive positioning. Data updated continuously from 80+ sources.