"HBM4 이미 완판"…삼성전자, 2분기도 메모리 질주

The explosive demand for AI server infrastructure has created a supply crunch in high-bandwidth memory chips, enabling Samsung to command premium pricing while HBM4 is already sold out and HBM4E is set to sample in Q2. Supply constraints expected to persist through 2026 are forcing customers to secure long-term contracts, positioning Samsung for sustained profitability and technological dominance in the rapidly expanding AI memory market.