Samsung Takes Lead in HBM4 as SK Hynix and Micron Struggle
AccBalanced · x · 2026-08-31
SemiAnalysis reports that SK hynix and Micron have struggled to achieve the highest HBM4 speeds. SK hynix specifically had to redesign its base die, delaying HBM4 shipments for NVIDIA's Rubin platform. Conversely, Samsung currently holds the best HBM4 technology. While Broadcom was previously disadvantaged by Samsung's underperformance in HBM3E, Samsung's lead with HBM4 has now turned that sourcing relationship into an advantage for Broadcom's ASICs (codenamed Jalapeño).
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