Samsung in talks to supply customized HBM4 to Nvidia, Broadcom, Google

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Samsung in talks to supply customized HBM4 to Nvidia, Broadcom, Google - Korea Economic Daily

Quick Summary:

During its first-quarter earnings call with analysts, Kim Jae-joon, executive vice president of Samsung’s memory business, said the company is already collaborating with multiple customers on custom versions based on both HBM4 and the enhanced HBM4E.“HBM4 is under development on schedule with mass production targeted for the second half of this year,” he said, adding that commercial supplies of HBM4 chips are expected to begin in 2026.

Samsung struck a cautiously optimistic tone on future earnings, pointing to easing global policy uncertainties and growing AI server investments as tailwinds for the remainder of the year.“Demand for memory semiconductors is expected to improve, driven by expanding investments in AI servers and the proliferation of on-device AI,” said Park Soon-cheol, executive vice president of corporate management, during the earnings call.

HBM4 PUSHThe HBM4 push comes as Samsung aims to reverse recent setbacks in its semiconductor division, which saw memory revenue fall 17% on-quarter to 19.1 trillion won ($13.4 billion) in the first quarter.