Samsung Electronics has confirmed that its sixth-generation High Bandwidth Memory (HBM4), which is the world's first to enter mass production, has surpassed $1 billion in cumulative sales just four months after its launch. The rapid expansion of supply in the next-generation memory market for AI semiconductors is unfolding faster than expected.
According to industry sources on June 23, Samsung's HBM4 sales recently crossed the $1 billion mark, equivalent to approximately 1.538 trillion won.
Samsung began shipping HBM4 on February 12. Within about 130 days, it exceeded $1 billion in sales, accelerating the initial supply volume. By the end of this month, cumulative sales are expected to exceed $1.2 billion.
HBM4 is a next-generation memory designed for AI accelerators and high-performance computing servers. It offers improved data processing speed and energy efficiency compared to previous HBM models, making it a key component in the competitive landscape of AI semiconductors.
Industry experts note that major AI semiconductor clients, including NVIDIA, are accelerating their adoption of HBM4, with initial certification and supply stability becoming critical factors in the market share competition among memory manufacturers.
An industry insider stated, "With the rapid increase in supply right after the HBM4 launch, there is a strong possibility that Samsung's market share in the HBM sector will expand significantly."
* This article has been translated by AI.
Copyright ⓒ Aju Press All rights reserved.