Samsung ships HBM4, first among memory makers

What happened

Samsung Electronics has begun shipping its HBM4 memory, featuring 12 layers, 36GB capacity, and speeds up to 13Gbps, representing a generational leap in performance and efficiency over HBM3E. The company also expects HBM4E samples this year and forecasts its HBM revenue to more than triple in 2024. Neutral: This is a significant technology milestone confirming Samsung's execution, but as a planned product launch, it does not signal an immediate supply/demand shock for the broader memory market.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 2/13/2026 · View original source