Jenith
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Lately, Samsung has been performing strongly in the high-bandwidth memory (HBM) market, which has seen a steep rise since the GenAI revolution. Last month, the brand started supplying HBM3E chips to Nvidia, which could bring in a lot of revenue and profit. The same month, the company unveiled its first HBM4 chip, and a few days later, the tech giant revealed that its HBM4 production for 2026 had sold out. Well, we now have some more information on Samsung’s situation in the HBM space.
According to Korea’s DealSite (via Jukan), the yield rate of Samsung’s HBM4 chip is around 50%. As such, it is difficult for the brand to expect high profits from it. The yield rate of the company’s HBM3E chips, on the other hand, has reached up to 70%. Plus, Samsung is offering these chips at a 30% lower price than SK Hynix, one of the other two major HBM3E suppliers on the market. With that, the South Korean tech giant is focusing on supplying HBM3E to big tech customers, instead of pushing HBM4.
Reportedly, Samsung is planning to complete internal performance testing of HBM4 chips this month, provide samples to Nvidia soon after that, and secure more HBM4 supply contracts by the end of this year. The brand is also said to be working on improving the HBM4 yield.
As mentioned earlier, Samsung and SK Hynix are the major players in the HBM3E market. Since SK Hynix’s almost entire HBM3E production is consumed by Nvidia, Samsung is planning to supply HBM3E chips to other tech giants, such as AMD and Broadcom.
The post Samsung pushes HBM3E chips for AI servers while also improving HBM4 yield appeared first on imeisource.
According to Korea’s DealSite (via Jukan), the yield rate of Samsung’s HBM4 chip is around 50%. As such, it is difficult for the brand to expect high profits from it. The yield rate of the company’s HBM3E chips, on the other hand, has reached up to 70%. Plus, Samsung is offering these chips at a 30% lower price than SK Hynix, one of the other two major HBM3E suppliers on the market. With that, the South Korean tech giant is focusing on supplying HBM3E to big tech customers, instead of pushing HBM4.
Reportedly, Samsung is planning to complete internal performance testing of HBM4 chips this month, provide samples to Nvidia soon after that, and secure more HBM4 supply contracts by the end of this year. The brand is also said to be working on improving the HBM4 yield.
As mentioned earlier, Samsung and SK Hynix are the major players in the HBM3E market. Since SK Hynix’s almost entire HBM3E production is consumed by Nvidia, Samsung is planning to supply HBM3E chips to other tech giants, such as AMD and Broadcom.
The post Samsung pushes HBM3E chips for AI servers while also improving HBM4 yield appeared first on imeisource.