Samsung has reportedly initiated HBM4 development, as the Korean giant is rumored to offer customized solutions to Microsoft and Meta.
Samsung's Sluggish HBM Business Might Finally Get Momentum With Next-Gen HBM4, Rumored To Be Integrated By Top AI Giants
It looks like the Korean giant might have witnessed a massive breakthrough with its HBM business. According to the local media outlet MK, Samsung is developing its HBM4 products that will act as customized memory for Meta and Microsoft, two of the industry's largest AI giants. Interestingly, it is said that HBM4 integration is very much a possibility in Microsoft and Meta's next-gen AI solutions, and this might formally mark the first moment where Samsung's HBM4 process will see mainstream adoption.
Talking about Samsung's HBM4 specifications, it is said that the firm will employ logic and semiconductor dies, a new route discovered by the industry for progression in HBM capabilities. It is disclosed that the Korean giant will employ its own 4nm process from the foundry division and will utilize the 10nm 6th-generation 1c DRAM, which is known as one of the highest end in the markets. On paper, Samsung's HBM4 solution will be on par with what competitors like SK hynix will offer, but we will have to wait and see.
The report by MK suggests that Samsung's HBM4 could be used in Microsoft's custom AI chip, the "Maia 100", and Meta's Artemis AI processor might also employ Samsung's HBM4 since the Korean giant's memory and LSI division are ideal for companies looking to acquire custom memory solutions. And since every major AI giant is looking towards switching to "custom-built" AI chips, Samsung's HBM4 process and the expertise they have might prove to be quite beneficial for the Korean giant in the longer run.
Samsung's HBM business ambitions aren't going too well, given that the firm reportedly didn't manage to secure NVIDIA as a customer in the time expected by investors, which is why the firm reported bearish earnings, at least in the HBM segment. However, with the latest development, Samsung can achieve a potential comeback, but with the competition from the likes of SK hynix, the Korean giant will need to do a lot more moving ahead.
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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