Overview
- Industry reports say Samsung has passed Nvidia’s final verification and secured purchase orders, with initial HBM4 shipments expected as early as mid to late February after the Lunar New Year.
- Reported performance targets include up to 11.7 Gbps pin speed, about 3 TB/s bandwidth per stack, and 36 GB capacity in 12-high stacks with a roadmap to 48 GB at 16-high.
- Samsung is expanding output at its Pyeongtaek Line 4, with sources citing an added 100,000 to 120,000 wafers per month that would lift 1c DRAM volume for HBM4 to roughly 200,000 wafers monthly.
- SK hynix is progressing through Nvidia’s HBM4 tests and could move from sampling to mass production in late Q1 or early Q2 2026, though purchase orders are not yet finalized.
- Micron is guiding to a Q2 2026 HBM4 ramp following design revisions, and analyst estimates suggest early Nvidia allocations could lean toward SK hynix with Samsung supplying the balance.