Samsung Electronics' HBM4 Chip Sales Surpass $1 Billion
Quick Look
- Samsung Electronics has surpassed $1 billion in sales for its sixth-generation HBM4 chips, just four months after commencing mass production.
- Industry sources anticipate revenue to exceed $1.2 billion by the end of June, driven by demand for AI accelerators.
AI-generated summary
Why It Matters
Samsung Electronics has achieved a significant sales milestone for its HBM4 chips shortly after beginning mass production, driven by the growing demand for advanced AI hardware.
SEOUL, June 23 (Yonhap) -- Samsung Electronics Co.'s sales of sixth-generation high bandwidth memory chips, known as HBM4, surpassed US$1 billion, industry sources said Tuesday.
The milestone comes just four months after the South Korean tech giant became the first company in the world to begin mass production and shipments of HBM4 chips in February.
Industry sources expect Samsung's HBM4 revenue to exceed $1.2 billion by the end of June.
Samsung has rapidly expanded HBM4 shipments since the product's launch, helping it gain market share in the fast-growing HBM segment.
HBM4 chips are designed for next-generation artificial intelligence (AI) accelerators, including Nvidia Corp.'s Vera Rubin platform. Nvidia's graphics processing units are widely used in generative AI applications.
The global HBM market is currently dominated by fifth-generation HBM3E products. However, industry observers expect HBM4 to become a key growth driver as demand for advanced AI chips accelerates.
What to Watch
AI outlook — possibilities, not facts
Samsung's HBM4 revenue to exceed $1.2 billion by end of June.
Very likely · Within days
Open Questions
- Will Samsung maintain its lead in HBM4 production?
- What is Nvidia's specific order volume for HBM4?
