Samsung sharpens HBM strategy at global meeting

Samsung Electronics reviewed plans to expand high-bandwidth memory shipments and secure long-term supply agreements with major AI customers at its global strategy meeting last week, as tightening memory supply and soaring AI demand boost the strategic importance of HBM, industry sources said Sunday.

Samsung's Device Solutions division, which oversees its semiconductor business, held its session Thursday under Vice Chairman Jun Young-hyun.

According to the sources, executives discussed supply pla ...