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Samsung accelerates HBM4 mass production to February following successful internal evaluations

Friday, November 28, 2025 at 02:41 AM

Samsung's HBM4 memory has reportedly reached performance levels of 11.7Gbps in internal tests, prompting the company to move its mass production schedule forward to February.

Context

Samsung has significantly accelerated its HBM4 roadmap, bringing the mass production timeline forward to February 2025 following successful internal technical evaluations. The upcoming memory chips have secured industry-leading performance speeds of approximately 11.7Gbps, positioning the company to compete more aggressively in the high-end AI hardware sector. This earlier-than-expected launch reflects a strategic push to recover market share and satisfy the urgent demand for next-generation memory bandwidth. The move is particularly vital as Samsung seeks to secure major supply contracts with NVIDIA for its advanced AI accelerators. By hitting mass production targets ahead of schedule, the company aims to challenge the current dominance of SK Hynix and Micron. This transition to HBM4 represents a pivotal technological shift, as it integrates logic dies to enhance energy efficiency and data processing speeds for the most demanding large language models and enterprise AI applications.

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