Samsung is making a bold comeback in the high-bandwidth memory race. After struggling with HBM3 adoption, the Korean tech giant is now poised to deliver HBM4 samples to major customers including AMD and NVIDIA, potentially reshaping the AI memory landscape.
Table of Contents
Samsung Expected to Supply HBM4 Samples to AMD, NVIDIA & Other Customers
According to Korean media reports, Samsung plans to begin HBM4 sampling by month’s end, marking a crucial turnaround from its previous HBM3 setbacks. This development puts Samsung head-to-head with SK Hynix in the next-generation memory competition.
Samsung’s HBM3 journey was challenging—the company missed crucial NVIDIA qualifications, significantly impacting revenue. While HBM3E adoption improved, Samsung remained outside NVIDIA’s mainstream supply chain until now.
HBM4 Competition Landscape
| Manufacturer | Status | Key Advantages |
|---|---|---|
| Samsung | Sampling July 2025 | 6th-gen 1c DRAM, improved yields |
| SK Hynix | Public demos available | Market leader experience |
| Micron | Solution reportedly ready | Diversified memory portfolio |
The game-changer lies in Samsung’s 6th-generation 1c DRAM technology, featuring dramatically improved yield rates through advanced manufacturing techniques. Unlike previous rushes to market, Samsung prioritizes creating viable products that meet AMD and NVIDIA’s stringent requirements.
Market Implications
HBM4 mass production is expected in upcoming quarters, primarily targeting NVIDIA’s Rubin platform and AMD’s Instinct MI400 processors. The intensified competition could drive HBM prices lower, benefiting AI companies requiring massive memory bandwidth.
Samsung’s strategic focus shifts from speed-to-market to product viability—a lesson learned from HBM3 struggles. If Samsung secures NVIDIA verification, production volumes could reach unprecedented levels.
For the latest memory technology updates, check our hardware coverage.
The competitive HBM4 landscape promises exciting developments. SK Hynix already showcases public HBM4 modules, while Samsung leverages manufacturing improvements for a stronger market position.
Success isn’t guaranteed—Samsung’s memory business has experienced rapid changes before. However, the company’s methodical HBM4 approach suggests lessons learned from past setbacks.
FAQs
When will Samsung begin HBM4 sampling?
Samsung expects to supply HBM4 samples to customers by the end of July 2025.
What makes Samsung’s HBM4 different from HBM3?
Samsung’s HBM4 uses improved 6th-generation 1c DRAM technology with better yield rates and manufacturing techniques.
