Samsung Elec’s HBM4 revenue exceeds $1bn just four months after launch - 매일경제

Samsung Electronics' sixth-generation high bandwidth memory (HBM4) has reportedly surpassed $1 billion in revenue just four months after launch, becoming the first product in the industry to reach thi... Read original →

Samsung’s HBM4 hitting $1B in just four months signals that high-bandwidth memory has shifted from optional to essential in AI infrastructure. Technologically, its 4nm process and advanced packaging are forcing GPU and ASIC designers to overhaul memory subsystems, spiking demand for EUV and TSV equipment. Geopolitically, U.S. export controls on AI chips are accelerating Chinese hyperscalers’ adoption of Samsung as a non-U.S. alternative—but also compelling Samsung to diversify production beyond Korea. While SK hynix leads in HBM4E yield, Samsung’s vertical integration offers a defensible edge; Micron may retreat to niche segments. Over the next 18 months, HBM will expand from training to inference workloads, revaluing the entire advanced packaging ecosystem and intensifying competition among TSMC, Intel, and packaging partners in Taiwan, China for CoWoS capacity dominance.