Rumor
Samsung expected to price 13 Gbps HBM stacks between $1,000 and $1,200
Wednesday, February 18, 2026 at 02:56 AM
Samsung is reportedly positioning its 13 Gbps high-bandwidth memory (HBM) at a premium price point, with estimates suggesting each stack could be sold for between $1,000 and $1,200.
Context
Samsung has officially entered mass production for its sixth-generation high-bandwidth memory, HBM4, as of February 2026. This milestone marks a significant shift in the AI supply chain, with reports estimating the price per 12-Hi stack at approximately $700. This figure represents a sharp generation-over-generation increase, driven by the move to a 4nm logic base die and advanced 1c DRAM nodes. The price hike is reflective of a broader "structural drain" in the memory market, where massive capacity is being diverted from standard DRAM to meet lucrative AI demand.
This pricing has substantial implications for next-generation AI accelerators like Nvidia’s Vera Rubin architecture. At $700 per stack, the memory bill for a single GPU equipped with 8 HBM4 stacks would reach $5,600, while a high-end configuration with 12 HBM4 stacks would climb to $8,400. Samsung anticipates its HBM revenue will more than triple in 2026, supported by these higher ASPs and early market leadership. Sampling for the enhanced HBM4E is expected to follow in the second half of 2026, with custom variants tailored for hyperscalers arriving in 2027.
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