Samsung Electronics' Device Solutions division gathered on June 18 for its twice-yearly global strategy meeting, with Vice Chairman Jeon Young-hyeon presiding over a focused discussion on expanding high-bandwidth memory (HBM) shipments and locking in long-term supply agreements (LTAs) with its largest AI customers — Nvidia, AMD, Broadcom, and Google.
The four-day session — held every June and December to review mid-year performance and shape second-half sales strategy — came weeks after Samsung shipped the world's first HBM4E 12-tier samples in May and roughly four months after it became the first chipmaker to begin mass-producing HBM4 in February 2026.
HBM Roadmap on the Table
Executives reviewed supply plans for HBM3E, the fifth-generation product Samsung is actively ramping, alongside customer-specific strategies for HBM4 (sixth generation) and HBM4E (seventh generation). At the Q1 2026 earnings call, management confirmed that LTA agreements had already been signed with a subset of major customers; this week's meeting shifted the focus to broadening that base and pinning down volume commitments for H2 2026 and beyond.
Samsung said long-term contracts are designed to improve "demand visibility while enabling more efficient production and investment planning."
Foundry and System LSI Also on the Agenda
The foundry division presented on yield improvements at its flagship Hwaseong manufacturing lines and operational progress at the Taylor, Texas fab. System LSI reviewed the roadmap for the Exynos 2700 application processor and a refreshed image sensor portfolio.
HBM Race Entering Seventh Generation
Samsung enters this LTA push from a stronger competitive position than a year ago. The company ceded HBM market share to SK Hynix (000660.KS) during the HBM3E cycle, when SK Hynix captured the dominant allocation for Nvidia's H100 and H200 AI accelerators. Samsung's HBM4 production ramp and world-first HBM4E sampling give it a next-generation lead as the memory market enters what analysts describe as a full-phase super cycle.
A confirmed LTA slate with tier-one AI customers would provide Samsung with a stable revenue floor through 2027, reducing reliance on spot DRAM price cycles.
Samsung Electronics (005930.KS) is among the top KOSPI performers year-to-date, supported by the memory super cycle and a completed wage agreement that averted prolonged labor disruption earlier in 2026.
Sources: ETnews (June 21, 2026) — "삼성전자, 글로벌 전략회의서 HBM 확대·LTA 전략 집중 논의"; Korea Herald (June 21, 2026) — "Samsung sharpens HBM strategy at global meeting"
