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Samsung previously tried unsuccessfully to get NVIDIA’s approval for its HBM3, but is now betting on a more advanced version. Despite this, competition remains fierce: SK hynix and Micron have already started mass production of HBM4 or plan to do so by the end of this year. Samsung, however, plans to start shipping only in the first half of 2026, putting it in a position of being a laggard.
Technically, the new memory from Samsung will use a 4-nm process technology and 10-nm sixth-generation DRAM, one of the most advanced in the industry. This should bring the product to the level of competitors, but it is still difficult to estimate how much demand it will have on the market.