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SK Hynix reportedly adjusts high bandwidth memory forecasts as Samsung progresses with HBM4
Monday, January 26, 2026 at 08:08 AM
Speculation suggests SK Hynix may have adjusted its high bandwidth memory forecasts following recent progress by Samsung in HBM4 technology development.
Context
Samsung is accelerating its roadmap for HBM4, signaling a major push to reclaim its lead in the high-growth AI memory sector. According to recent reports, the company expects to begin sampling HBM4 components in 2025, with full-scale mass production targeted for 2026. This timeline is pivotal as Samsung seeks to narrow the competitive gap with SK Hynix, which has dominated the current HBM3E supply cycle for NVIDIA AI accelerators.
To enhance performance, Samsung is shifting its strategy by partnering with TSMC for the foundational logic dies of these next-generation chips. This collaboration marks a significant departure from Samsung’s traditional internal manufacturing model and aims to optimize power efficiency for upcoming AI hardware. For investors, success in HBM4 is seen as the primary catalyst for Samsung to re-establish its dominance in the semiconductor supply chain and capture a larger share of the multi-billion dollar AI infrastructure market.
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