Yhn BusinessFinance first seen 3 h ago, last 28 min ago, peak #1
Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung is reportedly planning to more than double its production of HBM4 and HBM4E DRAM, the high-bandwidth memory chips used in AI accelerators, next year. The report, picked up from Korean outlet Seoul Economic Daily and shared widely on Hacker News, suggests Samsung is ramping up capacity to compete more aggressively in the AI memory market. Commenters are discussing what this means for Samsung's position against rivals like SK Hynix and Micron, and whether supply will keep pace with AI demand.
Why now: Reports that Samsung will sharply expand output of next-generation HBM4 memory signal a major push into the AI chip supply chain.
SamsungHBM4HBM4E DRAMSK HynixMicron
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Evidence
- Samsung is expected to more than double output of its HBM4 and HBM4E DRAM · giuliomagnifico · 561
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