Samsung chairman reviews HBM4 supply as revenue tops US$1 billion

Samsung Electronics Chairman Lee Jae-yong visited the company's Cheonan plant on June 23 to oversee high-bandwidth memory production operations as cumulative revenue from Samsung's latest HBM4 generat... Read original →

Samsung’s HBM4 surpassing $1 billion in revenue isn’t just a sales milestone—it’s triggering a cascade across the AI hardware stack. Upstream, demand for TSV packaging tools and advanced EDA solutions is surging; downstream, GPU makers must urgently adopt HBM4 interfaces or risk bandwidth bottlenecks. On compliance, while U.S. export controls haven’t yet targeted HBM4, Samsung is already shifting production from its Xi’an fab toward Korea and Texas, raising capex by over 15%. Countering SK hynix’s HBM3E stronghold with NVIDIA, Samsung’s aggressive HBM4 ramp-up intensifies the battle for TSMC’s CoWoS capacity. Within 18 months, HBM will shift from optional to mandatory for AI accelerators—memory suppliers failing to deliver HBM4E or HBM5 by 2027 risk exclusion from the high-end market entirely.