Samsung's HBM business is expected to see a turnaround next year, as the Korean giant is on track to secure HBM4 qualification in a similar timeline to its competitors.
Samsung's HBM4 Is Expected To Be a Leading Solution, Driven By Faster Pin Speeds & Competitive Pricing
For those following reports on Samsung's HBM business on this site, we have extensively reported on how the Korean giant failed to secure qualification for its HBM modules from NVIDIA and other supply chain partners. In particular, the firm faced DRAM and thermal issues with initial solutions; however, with a ground-up rework of the 1c DRAM technology, Samsung is now looking confident in terms of external adoption. According to a report by the Korea Herald, Samsung's HBM4 solution is expected to be approved by NVIDIA by the end of this year, marking a significant breakthrough.
According to industry sources on Thursday, Samsung has completed production readiness approval for its HBM4 chips — considered the final internal hurdle before mass production. As the company is currently supplying HBM4 samples to major customers for quality testing, analysts expect the chips could clear final verification as early as this month.
Samsung had officially disclosed gaining NVIDIA's trust with HBM4 a few weeks ago, but the more critical stage is the yield rates the firm achieves once it moves towards mass production. According to industry reports, Samsung's 1c DRAM technology, combined with a 4nm base die, is expected to maintain the anticipated yield rates, which would bring the firm closer to adoption by NVIDIA. As far as Samsung's HBM4 technology is concerned, one of the primary reasons why the Korean giant plans to make the solution attractive is by offering aggressive prices and pin speeds at 11 Gbps, which is claimed to be the fastest of all.
NVIDIA is seeking to diversify its supply chain and secure sufficient DRAM capacity to ensure a smooth Vera Rubin ramp-up, which is why Samsung's inclusion in the list of HBM partners is a crucial step for the company. For the Korean giant, well, the DRAM business has been suffering for several quarters now, driven by disappointing yield results; however, it appears that Samsung is a lot more optimistic moving ahead, since it sees interest not just from NVIDIA/AMD, but also those involved in the ASIC race, such as Google, Meta, and Amazon.
About the author: Muhammad Zuhair is a hardware and technology reporter for Wccftech, specializing in the semiconductor industry and the complex interplay between technology, manufacturing, and geopolitics. His coverage focuses on the corporate strategies and technological roadmaps of industry giants like TSMC, NVIDIA, Samsung, and Intel. Zuhair's expertise lies in deconstructing complex topics such as fabrication nodes (e.g., 2nm process), the economic impact of policies like the CHIPS Act, and the strategic development of AI infrastructure from NVIDIA, AMD and Intel.
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