Samsung’s HBM Push Could Open Fresh Opportunities for Indian Electronics and Channel Partners

Samsung Electronics is reportedly shifting more of its conventional memory-module assembly to external partners in Southeast Asia and India as booming demand for high-bandwidth memory, or HBM, stretches its backend production capacity. The move reflects how rapidly the AI infrastructure cycle is reshaping the semiconductor supply chain, with manufacturers prioritising advanced memory used in AI accelerators and data centres over lower-value conventional memory products. According to industry rep