Samsung plans to increase its HBM market share to 28% using HBM4 technology

Samsung announced the start of HBM4 memory supplies for Nvidia

Samsung Electronics said it will begin supplying HBM4 memory chips to a major customer—most likely Nvidia, which is developing AI accelerators in the Vera Rubin family. According to TrendForce analysts, Samsung will become Nvidia’s largest HBM4 supplier and could raise its share of the global HBM market from 20 % to 28 %.

Who will compete for the market?

- Samsung will continue to dominate HBM4 supplies specifically for Nvidia.

- SK hynix—while it will lag behind Samsung in the HBM4 segment, it will maintain leadership in the worldwide market thanks to its massive sales volume of HBM3E (over half the market). Last year, SK hynix’s share was 59 %.

Both companies plan to start delivering HBM4 this month.

Technical details

- Samsung’s HBM4 memory passed Nvidia’s qualification tests, which require transfer speeds above 10 Gb/s (JEDEC standard is 8 Gb/s).

- Samsung consistently transmits data at 10 and 11 Gb/s.

- SK hynix is still optimizing its memory for an 11 Gb/s speed.

The Vera Rubin accelerators will feature 16‑layer HBM4 stacks.

Micron’s position

Micron, the second largest supplier of HBM3E to Nvidia, will not be excluded from HBM4 supplies. It can serve customers using slower memory options. In the DRAM market, Samsung even finds it more profitable to produce SOCAMM2 modules for servers than complex HBM4.

Conclusion

Nvidia intends not to rely on a single supplier in the HBM4 segment, so competition among Samsung, SK hynix, and Micron is only intensifying. Samsung will successfully strengthen its position but faces serious challenges from competitors.