Samsung is making waves as it begins to sample its advanced HBM4 process with industry leaders like NVIDIA, Broadcom, and Google. The tech giant is eagerly positioning this innovation as a game-changer for its memory business, hoping for a boost in momentum.
Historically, Samsung’s attempts with HBM3 struggled to make an impact, particularly with big names like NVIDIA. Now, leveraging insights from its past endeavors, Samsung is channeling its efforts into HBM4, aiming for industry adoption.
Although Samsung is enthusiastic about HBM4, it faces stiff competition from SK hynix and Micron. These competitors are ahead, with SK hynix already showcasing its HBM4 technology and planning mass production as early as next quarter. Micron is also preparing to deliver its HBM4 solutions by the year’s end, putting pressure on Samsung, whose customer delivery is set for the first half of 2026.
Samsung’s HBM4 technology is set to feature cutting-edge innovations such as 4nm process technology from its foundry division and the advanced 10nm 6th-generation 1c DRAM. These advancements promise to deliver performance on par with competitors, yet Samsung’s later release schedule could be a significant hurdle.
The major challenge for Samsung lies in regaining trust and market favor, especially after past setbacks. Google’s recent decision to cancel Samsung’s HBM3E orders due to qualification failures underscores this issue. Samsung’s HBM4 could offer a fresh start, but it remains to be seen whether it can overcome these challenges and avoid repeating past mistakes.
