Samsung might actually pull off a comeback with its HBM memory after getting absolutely bodied by yield problems for months. The company finished internal testing for HBM4 and sent samples to big clients like NVIDIA, and analysts think approval could happen before the year wraps up. Samsung is apparently pushing 11 Gbps pin speeds and undercutting competitors on price to make the chips more attractive.
NVIDIA wants to spread out its supply chain for the Vera Rubin launch, which is why getting Samsung qualified matters. The Korean firm has been struggling with DRAM yields for a while, but it seems way more confident about HBM4 since the tech got rebuilt from scratch using 1c DRAM and a 4nm base die. Hyperscalers like Google, Meta, and Amazon are supposedly interested alongside the usual GPU makers.
NVIDIA wants to spread out its supply chain for the Vera Rubin launch, which is why getting Samsung qualified matters. The Korean firm has been struggling with DRAM yields for a while, but it seems way more confident about HBM4 since the tech got rebuilt from scratch using 1c DRAM and a 4nm base die. Hyperscalers like Google, Meta, and Amazon are supposedly interested alongside the usual GPU makers.
