Samsung is reportedly sampling its cutting-edge HBM4 process with partners, as the Korean giant hopes to turn around the fate of its memory business.
Samsung's HBM4 Process Is Currently Being Sampled By Industry Giants; Customer Delivery Slated For H1 2026
Well, it seems like the Korean giant is now looking towards the HBM4 solution to get its HBM division back into traction, as with previous ventures, where the firm hasn't been very successful. Samsung has been engaged in relentless pursuits to get its HBM3 process qualified by NVIDIA, but despite countless efforts, the firm has failed to achieve a breakthrough. Now, according to Korean media outlet Hankyung, Samsung is sampling its HBM4 process with partners like NVIDIA, Broadcom, and Google, hoping to see adoption by either of the tech giants.
When it comes to competitors who are in the HBM4 race, it won't be wrong to say that Samsung would be one of the latecomers, given that firms like SK hynix and Micron are already proceeding with mass production, after receiving approval from the likes of NVIDIA. SK Hynix recently showcased its HBM4 process to the public, and according to what we know, the firm is said to be six months earlier than the original mass-production schedule, which is set to occur next quarter. Similarly, Micron is also slated to offer HBM4 to customers by the end of this year, so it is safe to say Samsung has tough competition.
In terms of the Korean giant's HBM4 technology, it is said that the firm will employ logic and semiconductor dies. Samsung will use its own 4nm process from the foundry division and utilize the 10nm 6th-generation 1c DRAM, which is known as one of the highest-end in the market. 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 delivery date for Samsung's HBM4 is set to be around H1 2026, so the firm might be the farthest away from competitors in terms of release schedule.
The main question here is whether companies would rely on Samsung for their HBM needs, given that the firm hasn't managed to nail the execution with the previous generations. Moreover, we recently disclosed how Google cancelled Samsung's HBM3E orders, simply because they failed to qualify for NVIDIA's integration. Either Samsung would be hoping for a reset opportunity with HBM4, or it will face the same fate as what it did with previous HBM products.
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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