Samsung's return to the HBM market is a sight to see, and according to the latest announcement, its HBM4 process offers blazing-fast speeds and is now commercially deployed.
Samsung's HBM4 Reaches Up to 13 Gbps, Making It Ideal For Integration With Vera Rubin
The HBM industry is certainly seeing a shift in market dynamics, mainly in the distribution of market share among SK hynix, Samsung, and Micron. In particular, the race with the HBM4 technology has become much more competitive, and the Korean giant has improved its offerings by a huge margin. In the company's latest post, Samsung has revealed that its HBM4 memory is one of the first to be "commercially" shipped, based on the 6th-generation 1c DRAM, and a 4nm logic die, all sourced internally.
One of the major benefits of Samsung's HBM4 is that the technology is rated to have the fastest pin speeds, reaching 11.7 Gbps, which is 46% higher than 8 Gbps. The company claims to have reached 13 Gbps after overclocking, implying that Samsung has met one of NVIDIA's key qualification requirements. More importantly, Samsung has also revealed that current solutions being shipped focus on a 12-layer approach, and that a 16-layer HBM4 memory is also in development, which would take per-module capacity to 48 GB.
While Samsung hasn't revealed the exact customer that led to the customer deployment, we do know that the only infrastructure provider working on the memory technology is NVIDIA, using the Vera Rubin AI architecture. Given that with Rubin, NVIDIA's key focus is on providing low latency and optimized responses, memory is a major focus this time, which is why, with Samsung's HBM4 solution, Team Green feels confident raising the bar in the memory department, particularly in terms of capacity and bandwidth.
Samsung claims its HBM revenue this year will grow 3x compared to 2025, and that it plans to introduce HBM4E as soon as H2 2026. While the company still has a long way to go in terms of customer adoption on a level comparable to competitors like SK hynix, it appears that the Korean giant is on the right track, and that HBM4 will prove decisive in this regard.
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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