Samsung is scrambling to catch up in the high-bandwidth memory market with its latest HBM4 technology. The company has begun sampling its new memory process with major tech partners like NVIDIA, Broadcom, and Google. Competitors SK Hynix and Micron are already ahead, moving closer to mass production of their HBM4 offerings.
Samsung plans to leverage its 4nm process and 10nm 6th-generation DRAM technology for the new memory solution. The company hopes to overcome previous challenges that prevented successful integration with key customers like NVIDIA and Google. Delivery of Samsung's HBM4 is tentatively scheduled for the first half of 2026, positioning them behind current market leaders.
Industry observers remain skeptical about Samsung's ability to compete effectively. Recent setbacks include Google canceling HBM3E orders due to qualification issues with NVIDIA. Samsung faces an uphill battle to regain credibility and secure critical memory chip contracts in a competitive technological landscape.
Samsung plans to leverage its 4nm process and 10nm 6th-generation DRAM technology for the new memory solution. The company hopes to overcome previous challenges that prevented successful integration with key customers like NVIDIA and Google. Delivery of Samsung's HBM4 is tentatively scheduled for the first half of 2026, positioning them behind current market leaders.
Industry observers remain skeptical about Samsung's ability to compete effectively. Recent setbacks include Google canceling HBM3E orders due to qualification issues with NVIDIA. Samsung faces an uphill battle to regain credibility and secure critical memory chip contracts in a competitive technological landscape.
