Samsung to Provide HBM4 Samples to AMD, NVIDIA, and Other Clients This Month; Competing Directly with SK Hynix

Samsung Makes Strides in HBM4 Development Due to DRAM Advancements

Samsung has historically faced challenges in the High Bandwidth Memory (HBM) sector, particularly with the HBM3 standard. The company struggled to gain traction, missing key qualifications with NVIDIA that significantly impacted its revenue streams. Although Samsung saw some improvement with the introduction of the HBM3E standard, it still fell short of integrating effectively into NVIDIA’s mainstream supply chain. However, recent developments surrounding HBM4 suggest a promising shift, as Samsung prepares to begin sampling HBM4 products soon, in collaboration with major industry players like AMD and NVIDIA.

Samsung plans to supply HBM4 12-high samples to customers such as NVIDIA and AMD within this month.https://t.co/KTWaFHEDA1

— Jukan (@Jukanlosreve) July 21, 2025

Market optimism surrounding Samsung’s advancements with HBM4 is rooted in the company’s significant breakthroughs in the 6th-generation 1c DRAM technology. Thanks to innovative techniques, Samsung has enhanced yield rates, positioning itself to better meet industry demands. This time, Samsung is emphasizing the importance of releasing a commercially viable product, prioritizing quality over speed in order to foster adoption by leading manufacturers such as AMD and NVIDIA.

SK Hynix AI memory stack display showcasing advanced MR-MUF and TSV features.

With expectations set for mass production of HBM4 in the coming quarters, Samsung is gearing up to fulfill significant demand, especially from platforms like NVIDIA’s Rubin architecture and AMD’s Instinct MI400. The intensified competition in the supply chain could potentially lead to a decrease in HBM pricing, benefiting end users. Additionally, should Samsung secure NVIDIA’s verification, it could drastically scale up production volumes, enhancing its position in the HBM market.

Currently, it appears that Samsung is on a promising trajectory with HBM4. However, caution remains prudent, as the company’s fortunes can shift rapidly, reminiscent of the unpredictability witnessed during the HBM3 phase.

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