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Samsung’s development phase for HBM4E reaches base die back-end design
What happened
Samsung's HBM4E development has reached the back-end design phase for its base die, marking the project as past the halfway point. The company has accelerated its HBM roadmap, with HBM4E slated for 2027 and HBM5 for 2029, and is emphasizing customization for major clients like Nvidia, Google, and Meta. Neutral: This is a long-term R&D milestone with no immediate impact on current HBM supply, pricing, or trader inventory decisions.
Impact and signal
Low impactImpact score: 12/100
Affected components and suppliers
HBM4EHBM4HBM5
roadmapdevelopmentcustomization
Source and time
Source: The Elec · 1/22/2026 · View original source
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