Market news has been released, Samsung is fully competing for the trust of NVIDIA and investing in the next generation of HBM4. It is currently in the mass-production stage and intends to make profits to compete with SK Hynix and Micron. According t...
Market news has been released, Samsung is fully competing for the trust of NVIDIA and investing in the next generation of HBM4. It is currently in the mass-production stage and intends to make profits to compete with SK Hynix and Micron.
According to recent Korean media reports, Samsung HBM4 product releases have been approved by NVIDIA and will enter the final pre-production (simple PP) stage by the end of August. If the test is successful, mass production can be started as early as the end of this year.
According to reports from Korean media The Bell quoted by people familiar with the matter, Samsung's production capacity is about 10,000 wafers, which seems to be unusually high in product production, mainly because the yield has not yet reached a high standard, so Samsung intends to supplement the problem of insufficient maturity through multiple products.
Samsung is accelerating its expansion and introducing advanced equipment including ASML's High-NA EUV to ensure that it can provide incomparable products. At the same time, Samsung has been preparing to launch a "price battle" with SK Hynix and Micron, and plans to provide NVIDIA with a competitive HBM4 price that cannot be matched by rivals, thereby obtaining a stick and finally providing supply chains.
Industry insiders revealed that the price of 12-layer HBM4 is at least 60-70% higher than the price of 12-layer HBM3E. Since the market reports that SK Hynix set the HBM4 to the "high-end version" of HBM3E, the price is 30%-40%, Samsung chose to win the market with lower prices and larger production capacity, and considered using a single price below 20%, leaving little profit space and replenishing the product quality through quantity advantages.
In addition, Samsung has a major advantage in HBM4, that is, it has its own independent logical and semiconductor production lines, which can provide NVIDIA's unprecedented production capabilities. It is reported that when Samsung President Lee Zai-chan visited the United States recently, he also met with NVIDIA executive chairman Huang Ren, and NVIDIA is interested in cooperating with Samsung in HBM and other fields.
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