world
Samsung reports $1 billion in early HBM4 sales while most AI chips still use prior-generation memory
Samsung Electronics Co. reached $1 billion in sixth-generation HBM4 chip sales, four months after becoming the first firm to start mass production in February. Revenue is projected to exceed $1.2 billion by the end of June and $10 billion annually in 2026.
koreatimes.co.krAudio version
Tap play to generate a narrated version.
Developing·Limited corroboration so far. This page will refresh as more sources emerge.
Samsung Electronics Co. sales of sixth-generation high bandwidth memory chips surpassed US$1 billion, Yonhap reported Tuesday. The milestone arrived four months after the company became the first in the world to begin mass production and shipments of HBM4 chips in February.
Industry sources expect Samsung's HBM4 revenue to exceed $1.2 billion by the end of June. Samsung has rapidly expanded shipments since the launch, positioning it to gain market share in the segment. 's Vera Rubin platform.
The global HBM market remains dominated by fifth-generation HBM3E products, though observers anticipate HBM4 will drive growth as demand for advanced AI chips rises. Samsung is expected to increase HBM4 shipments through the end of the year. Annual sales are projected to surpass $10 billion in 2026, the product's first full year on the market.
Industry sources described such a figure as unprecedented for a new memory product. The global HBM market is estimated to reach $54.6 billion in 2026, up 58 percent from a year earlier, according to industry estimates. Samsung Electronics Chairman Lee Jae-yong visited the company's HBM packaging lines in Cheonan, 86 kilometers south of Seoul.
He inspected operations, production plans and technology development schedules. A source said the Cheonan operation is emerging as one of the most important production hubs for Samsung's HBM business, and the visit reflects Lee's commitment to strengthening the company's leadership position.
