NuAxiSemiconductor trade intelligence

🚀 #Samsung showcased its #HBM4 at #NVIDIA #GTC, but it's already looking ahead: 2nm base die for #HBM5 and 1d DRAM for HBM5E. The roadmap is ambiti...

What happened

Samsung showcased its HBM4 at NVIDIA GTC and outlined a future roadmap targeting HBM5 and HBM5E using 2nm base dies and 1d DRAM technology. This is a forward-looking R&D announcement detailing potential future product architectures. Neutral: No immediate impact on supply, demand, or pricing of current-generation HBM products.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

HBM4HBM5HBM5E

Samsung Electronics

roadmaprdhbm

Source and time

Source: TrendForce Official (Market Data) · 3/18/2026 · View original source

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[News] Samsung Reportedly Eyes 2nm Base Die for HBM5, 1d DRAM HBM5E; HBM4 to Exceed 50% of OutputTrendForce · 3/17/2026
RT NEWS: #Micron targets 2028 for #vHBM, which stacks #HBM directly on processors, with vHBM 1/2/3 slated for 2028/29/30 alongside HBM5/5E/6. HBM4 del...TrendForce Official (Market Data) · 10/24/2026
Samsung accelerates HBM hybrid bonding line to meet Nvidia demandDigiTimes Asia · 2/16/2026
Micron details ambitious DRAM and NAND roadmap — 3D NAND, High-NA EUV, new materials, and custom silicon makes a comebackTom's Hardware · 11/4/2026
Samsung Foundry Utilization Jumps to 80% This QuarterTechPowerUp · 2/23/2026
SK hynix to Supply HBM4E Samples in Second Half Using 1c DRAMThe Elec · 4/24/2026

🚀 #Samsung showcased its #HBM4 at #NVIDIA #GTC, but it's already looking ahead: 2nm base die for #HBM5 and 1d DRAM for HBM5E. The roadmap is ambiti...

What happened

Impact and signal

Affected components and suppliers

Source and time

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