Samsung is considering expanding its high-bandwidth memory (HBM) production lines to increase capacity.

Samsung also said on Thursday that its HBM capacity for next year has already been sold out and it was receiving additional order requests.

While Samsung did say directly during its conference calls for its third quarter earnings, it hinted that it was supplying HBME3 to Nvidia.

The growth momentum for the memory market next year will again come from AI demand.

Because of this supply focus on HBM and DRAM, supply to mobile and PC will be limited, Samsung also said.

Legacy product prices have jumped in the second half of this year as the industry transitions legacy lines to advanced nodes, the company also said. This will cause supply limitations for these legacy products up to next year.

While the semiconductor market will be strong up to the first half of next year due to the AI boom, there were also uncertainties such as tariffs, Samsung added.

Asked on whether Nvidia gave the final approval for HBM3E, Samsung declined to comment but added that HBM3E sales were expanding to all its customers. This has been taken as confirmation that its HBM3E is being supplied to the GPU giant.

Samsung, SK Hynix and Micron are preparing to launch HBM4 next year, which will be on Nvidia’s next GPU Rubin.

Meanwhile, Samsung recorded 86.1 trillion won in revenue and 12.2 trillion won in operating income in the third quarter. It is its largest quarterly revenue figure to date.