Samsung to double HBM4 DRAM output
The gist
Samsung is expected to at least double HBM4 output next year, sources say.
The ramp matters because HBM4 is squeezing conventional DRAM supply and memory pricing.
How it unfolded
- Feb 2026Samsung began mass-production shipments of HBM4, using 1c DRAM and a 4-nanometer base die.
- May 2026Samsung supplied 12-layer HBM4E samples to customers including Nvidia.
- Jun 5, 2026At an event in Seoul, Nvidia CEO Jensen Huang confirmed Samsung, SK Hynix and Micron are all qualified and in active production competing to supply HBM4 for Vera Rubin, with first systems scheduled to ship in the third quarter of 2026.