SK Hynix has relied on HBM memory to become the largest memory manufacturer in recent years. In the past two days, it announced the first mass production of HBM4 memory, further expanding its lead. The original leader Samsung cannot sit still, but it is unlikely that they will surpass SK Hynix's HBM advantage in a short time. The progress is at least three months behind, so they hope to be the second largest HBM4 supplier.
Samsung plans to complete HBM4 certification in Q1 next year.In order to catch up with NVIDIA’s next-generation GPU Rubin series, which will be launched in large quantities in the second half of the year,The latter will use 288GB HBM4 memory.
At present, Samsung's HBM4 has completed internal mass production and is preparing to produce samples for customer testing.
In addition to technical preparations, Samsung has also built a new factory to expand HBM4 production capacity. The factory is located in Pyeongtaek, South Korea, code-named P5. It was originally built last year, but Samsung had delayed the construction due to demand issues in the semiconductor industry. It has now restarted construction and is expected to complete the infrastructure work this month.
In order to successfully win orders from NVIDIA, Samsung also invested heavily in the P5 factory.The second-generation 10nm-level DRAM process - 1c was introduced. You must know that the HBM4 memory mass-produced by SK Hynix is only the fifth-generation 10nm-level process 1b. Samsung directly used the most advanced technology for HBM4.
