Mass production of HBM4 has been delayed to no earlier than end-Q1 following NVIDIA (NVDA) raising the required pin-per speed and strong demand for prev.-gen Blackwell products, TrendForce reports
Importance
Level 1
- SK Hynix (000660 KS), Samsung (005930 KS) and Micron (MU) have resubmitted HBM4 samples and continue to refine their designs; vs peers, Samsung has taken an early lead by taking a 1cnm process and utilising in-house foundry technology. Points that position Samsung as the most likely supplier to qualify first.
- Though, SK Hynix has already secured HBM contracts and is expected to retain a dominant share in 2026.
#MICRON TECHNOLOGY INC#MU.US#NVIDIA CORP#NVDA.US#SAMSUNG ELECTRONICS CO LTD#005930.KS#SK HYNIX INC#000660.KS#IMPORTANT#EQUITIES#EU SESSION#SEMICONDUCTORS#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT (GROUP)#SEMICONDUCTORS & SEMICONDUCTOR EQUIPMENT#S&P 500 INDEX#NASDAQ 100 INDEX#MU#NVDA#GLOBAL EQUITIES