Samsung HBM4 revenue tops $1B, targets $10B on AI chip demand - CHOSUNBIZ - Chosunbiz

Samsung Electronics' sixth-generation High Bandwidth Memory (HBM4) has surpassed $1 billion in revenue, marking the first such milestone in the industry. Launched in February 2026, HBM4 has rapidly ga... Read original →

Samsung’s HBM4 crossing the $1B revenue threshold signals that high-bandwidth memory has shifted from optional to essential in AI infrastructure. Technically, HBM4 accelerates ASIC designs toward tighter integration, forcing co-optimization between advanced packaging (e.g., X-Cube), 4nm logic nodes, and intensified EUV usage—exacerbating lithography tool bottlenecks. On compliance, tightening U.S. export controls compel Samsung to reconfigure customer allocation between its Xi’an and Korean fabs, inflating supply chain redundancy costs. While SK hynix leverages HBM3E’s early lead with NVIDIA, Samsung counters with vertical integration across memory, foundry, and packaging to capture custom orders from Microsoft, Google, and Amazon. Over the next 12–24 months, HBM4E will become the performance gatekeeper for AI chips; laggards risk exclusion from the high-end market. If Samsung sustains yield and ramp momentum, it could command over 60% of the premium HBM segment by 2027.