Samsung Leads with First HBM4E AI Memory Shipments, Targets NVIDIA and Google for Cutting-Edge Solutions

May 29, 2026
Samsung Leads with First HBM4E AI Memory Shipments, Targets NVIDIA and Google for Cutting-Edge Solutions
  • Samsung’s HBM4E stacks use a 1c DRAM node at 10-nanometer-class, paired with a 4-nm logic die from its own foundry, aiming for better production stability, higher yields, and readiness for mass production.

  • By combining 1c DRAM, 4nm base dies, and advanced packaging, Samsung is pursuing high-throughput, thermally stable AI memory solutions to lead both production readiness and technology.

  • Manufacturing relies on a sixth-generation 10-nm-class 1c DRAM process with a 4-nm logic base die to balance performance and heat dissipation for data-center deployments.

  • The roadmap envisions future 32GB (8-layer) and 64GB (16-layer) variants, signaling scale-up potential beyond the initial 48GB (12-layer) configuration.

  • Samsung is targeting NVIDIA, AMD, and Google for shipments, signaling an early-mover edge in AI memory and heightening competitive pressure on SK Hynix and Micron.

  • Mass production will align with customer demand and schedules, indicating a ramp-up aligned to buyer adoption.

  • Industry context points to a looming $1 trillion data center memory spend by 2027, underscoring the strategic importance of next-generation memory architectures for large language models and multimodal AI workloads.

  • The 12-layer HBM4E delivers per-pin speeds of 14–16 Gbps and up to 3.6 terabytes per second of bandwidth per stack.

  • HBM4E packages contain 48 GB per stack, with plans for 32GB eight-layer and 64GB sixteen-layer variants based on demand.

  • HBM4E achieves 48 GB per stack by integrating Samsung’s 1c 10nm-class DRAM with a 4nm logic base die, enabling higher capacity and bandwidth.

  • Competition is expected to intensify as SK hynix reportedly prepares to send customer samples of its own HBM4E, potentially accelerating timelines if development stays on track.

  • Samsung has begun shipping samples of its 12-layer HBM4E memory, marking the industry’s first shipments of this generation as of late May 2026.

Summary based on 3 sources


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