Samsung signaled ongoing efforts to secure long-term memory supply contracts to provide customers with demand visibility and support production planning and investment outlook.

Samsung Electronics used its biannual Global Strategy Meeting to sharpen its HBM strategy, outlining plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers amid tight memory supply and growing AI demand.

The semiannual review assessed first-half results and set plans for the second half, driven by rising demand from AI applications and a focus on growing Samsung’s position in AI semiconductors.

A key agenda item was expanding HBM sales, with executives detailing strategies to increase HBM shipments and strengthen Samsung’s role in the AI memory market.

Industry sources indicate these long-term contracts are being pursued to stabilize supply, with some agreements already signed.

Major customers cited include leading AI companies such as Nvidia, AMD, and Google.

The company highlighted milestones in HBM production, including mass production shipments of HBM4 in February and recent samples of HBM4E.

Executives noted market dynamics have shifted from a year ago, with stronger AI memory demand helping Samsung regain a leading DRAM position.

The June meeting emphasized demand and production allocation due to tighter AI memory markets, signaling a shift from last year’s crisis mindset toward long-term growth planning.

Long-term supply agreements with major global tech firms were a major focus, as customers seek stable chip supplies amid surging AI-driven demand.

Meetings focused on HBM3E and next-generation HBM4 and HBM4E, with supply plans tied to key customers including Nvidia, AMD, Broadcom, and Google.

Executives outlined supply plans for HBM3E and future HBM4/HBM4E, detailing strategies for major tech customers such as Nvidia, AMD, Broadcom, and Google.