Samsung Electronics has begun delivering its latest-generation high-bandwidth memory, HBM4. With this step, the South Korean chip manufacturer aims to regain ground in the rapidly growing market for AI infrastructure, where it has so far lagged behind its competitors.
This was reported by Reuters. The global wave of investment in AI data centers has significantly increased demand for advanced memory. HBM plays a key role in this, as it is designed to process enormous amounts of data at lightning speed. This is essential for applications such as generative AI and high-performance computing, where traditional memory technologies fall short.
According to Samsung, the new HBM4 offers a significant speed improvement over the previous generation. The chip achieves a constant data rate of 11.7 gigabits per second, representing a clear performance leap over HBM3E. In peak situations, the transfer rate can even reach 13 gigabits per second. With this, the company aims to reduce bottlenecks in data processing, which are becoming increasingly common with complex AI workloads.
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The introduction of HBM4 marks an important moment for Samsung. Although the group is the global market leader in memory chips, it has been slower to adapt than some of its competitors in the advanced AI memory segment. Samsung has had to concede ground, particularly in its supplies to Nvidia, a dominant player in AI accelerators.
Meanwhile, the company is already working on further development. In the second half of this year, Samsung plans to make trial samples of HBM4E available to customers. This next iteration should once again offer higher performance and efficiency.
Meanwhile, competitive pressure continues to increase. SK Hynix has indicated that it wants to maintain its strong position in the HBM segment and is now producing HBM4 on a large scale. Micron has also started volume production and deliveries of its own HBM4 solutions.
The announcement was well received on the stock market. Samsung’s share price closed with a solid gain, indicating investor confidence in the company’s renewed ambition in the AI market.