Samsung Electronics Says It Has Shipped HBM4 Chips to Customers
Samsung's HBM4 offers 46% faster speeds than industry standard and 40% improved power efficiency, aiming to meet surging AI data center demand and expand market share.
- From Seoul, Samsung said it began mass producing and shipped HBM4 to unnamed customers on Feb 12, 2026.
- Demand from AI data centers has prompted Samsung to pursue faster, higher-capacity HBM solutions as customers' performance needs rise, with Samsung expecting HBM sales to more than triple in 2026.
- Samsung said HBM4 achieves a consistent 11.7 Gbps, up to 13 Gbps, boosts 3.3 TB/s bandwidth per stack, offers 24 GB–36 GB via 12-layer stacking, and improves power efficiency by 40%.
- Samsung Electronics Co., Ltd. shares rose 6.4% on Friday after the HBM4 launch, while rivals signalled ongoing high-volume production and partnership expansion plans.
- Samsung plans to deliver HBM4E samples in the second half of this year, using advanced 1c DRAM and 4nm logic process to secure stable yields and improve scaling.
24 Articles
24 Articles
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Samsung Electronics has begun shipping its next-generation High Bandwidth Memory 4 (HBM4) chips, marking what the South Korean semiconductor titan describes as a bold architectural leap designed to recapture lost ground in the fiercely competitive AI memory market. The move represents not merely an incremental upgrade but a fundamental rethinking of how memory is designed and manufactured — one that Samsung hopes will redefine its position again…
Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron (Yoolim Lee/Bloomberg)
Yoolim Lee / Bloomberg: Samsung says it sent the first commercial HBM4 shipments to customers, as it seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron — Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Samsung Says It Starts Commercial Shipment of HBM4 to Customer
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators, a milestone for a Korean company that’s seeking to displace its rivals in a pivotal market.
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