Samsung HBM4 Samples Ready: AMD & NVIDIA Partnership This Month

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…

By Hardik Dhamija

July 21, 2025

2 min read

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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.

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.