Samsung is regaining competitiveness in AI memory and semiconductor markets with positive HBM4 feedback, integrated offerings, and accelerating foundry and sensor customer momentum.
The $100B memory war: Inside the battle for AI's future
HBM4's doubled bandwidth and larger stacks will break memory bandwidth bottlenecks, accelerating AI training and improving energy efficiency in large GPU datacenters.
SK Hynix says its HBM4 is ready for mass production
SK Hynix completed HBM4 development and is preparing high-volume production to supply next-generation GPUs, enabling much higher memory capacity and bandwidth.