Recently, media reports have reported that Samsung Electronics stated in its latest earnings conference call that the focus of its future storage business will no longer be on consumer grade PCs and mobile devices, but on enterprise areas such as HBM, DDR5 server memory, and enterprise level SSDs.

"We plan to increase the supply of HBM chips by more than three times by the end of 2024 compared to last year," said Kim Jae June, Vice President of Samsung's Storage Business. "We have coordinated with HBM chip suppliers and, through joint efforts, aim to double HBM chip production by 2025."

Driven by the AI craze, the demand for HBM continues to rise. Some manufacturers have stated that HBM products have been sold out this year, and some have even stated that HBM for next year has also been sold out.

In this situation, Samsung has adjusted its business direction and focused on high value-added products such as HBM. Nvidia has successfully transformed into an AI hardware giant and become the third largest company with the highest market value in the world, so it is not surprising that Samsung has also focused its business on the enterprise sector.

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