Born for AI: Samsung says it will put HBM4 video memory into production in 2025, competing for leadership in high-performance computing

The rapid increase in AI computing power in recent years has made computing cards a new sought-after target for major hardware manufacturers. In particular, computing cards launched by companies like NVIDIA are in short supply. In addition to NVIDIA's powerful GPUs, , including Samsung, Hynix and other storage manufacturers do not want to miss this AI feast, especially high-performance computing cards require high-performance graphics memory produced by them. Currently, a senior executive in the storage field of Samsung issued a document saying that Samsung plans to mass-produce in 2025. Produce the latest HBM4 video memory, thereby surpassing Hynix.

In 2016, Samsung officially began mass production of HBM video memory. Compared with GDDR video memory, HBM video memory has larger bandwidth, thereby achieving higher performance transmission. In the consumer market, graphics cards such as AMD's Radeon Fury use HBM video memory, but the sales volume of Fury graphics cards in the consumer market is not large and it has not caused much impact. However, in the field of high-performance computing, HBM video memory has performed well and is highly sought after by customers. According to reports, Hynix currently occupies 50% of the HBM video memory market, Samsung occupies 40%, and Micron occupies 10%

Currently, the latest generation of HBM video memory launched by Samsung is HBM3e, which has a maximum bandwidth of 9.8Gbps. Although this bandwidth far exceeds the needs of the consumer market, it is far from enough for supercomputing GPUs, especially for AI and other technologies. The rapid development of cloud computing has doubled customer demand for high-performance computing. According to previous news, Nvidia plans to launch the next generation computing card Blackwell-B100 in 2025, which will be better than the current H100 in terms of computing power, and will reach unprecedented heights in the field of AI. There is no doubt that Samsung hopes Use Nvidia's next-generation computing card to gain more market share with its HBM4 video memory.

As an old rival of Samsung, Hynix is ​​expected to mass-produce HBM4 video memory in 2026, while Micron has no more news about HBM4 video memory for the time being. If Samsung can achieve mass production of HBM4 video memory one year earlier than its competitors, then there will be no Doubt will take the lead in the high-performance computing market. Of course, for us ordinary consumers, Samsung HBM4 video memory does not make much sense. After all, few consumer-grade graphics cards will use this video memory. Everyone still cares about GDDR7 When will the mass production of video memory be more reliable?

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