Key insights
- Samsung Electronics has begun shipping samples of its HBM4E chip, a significant advancement in AI memory technology. This move, ahead of competitors, strengthens Samsung's position in the high-demand AI chip market. The increased speed and advanced process technology of HBM4E are crucial for AI servers and processors, potentially benefiting key customers like Nvidia, AMD, and Google, and signaling continued growth in the AI hardware sector which could positively impact related US tech stocks.
SEOUL, May 29 (Reuters) - Samsung Electronics said on Friday it has started shipping samples of its latest high-bandwidth memory (HBM) chip, or the 12-layer HBM4E, marking what it said was the industry’s first shipment of such products.
The South Korean tech company said the new chip represents a more than 20% increase in speed performance over its previous-generation HBM4 products.
Samsung said the chip uses its latest 1c DRAM process technology, or sixth-generation 10-nanometer-class DRAM, alongside Samsung’s 4-nanometer foundry logic base die.
The chipmaker said in April that it planned to ship the first sample of HBM4E chips in the second quarter.
The move comes just three months after Samsung began shipping its HBM4 chips to customers in February, underscoring Samsung’s efforts to strengthen its position in the next-generation AI memory market by proactively supplying samples of its latest products.
Samsung’s customers include major AI players such as AMD, Nvidia and Google, among others, as demand surges for advanced memory chips used in AI servers and processors.
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