Samsung boosts HBM, SSD efficiency and cuts turnover in South Korea - CHOSUNBIZ - Chosunbiz

Samsung Electronics announced significant improvements in the energy efficiency of high bandwidth memory (HBM) and server solid-state drives (SSD) in its 2026 Sustainability Report, to meet the rising... Read original →

Samsung’s leap in HBM4 and PM1763 energy efficiency isn’t just a product upgrade—it’s a strategic strike at AI data centers’ power ceiling. Technically, a 2.5x HBM efficiency gain forces GPU designers to rethink interconnect topologies and accelerates adoption of TSV and hybrid bonding. The 4x SSD improvement may resolve PCIe 6.0’s looming power controversy. Regulatory-wise, its RCS deployment and 94.8% renewable energy rate position Samsung favorably under the EU Chips Act’s carbon scrutiny, though Korean electricity volatility and EUV export controls remain risks. With SK hynix shipping HBM3E and Micron betting on CXL memory pooling, Samsung is reasserting control over the AI memory ‘golden triangle’—bandwidth, density, and power. Within 18 months, efficiency—not just capacity—will dominate procurement decisions. Critically, its 8.6% attrition rate and pay equity are translating into R&D stability, a moat far harder to replicate than any node shrink.