Samsung's HBM4 Supply Agreement with NVIDIA to Boost Advanced AI Technologies
Samsung disclosed an important joint venture with NVIDIA to provide its new HBM4 memory. This partnership thus becomes a landmark move for both companies intent on fostering future AI technologies, all with the help of advanced memory solutions from Samsung.
Samsung's HBM4 Performance Exceeds Industry Standards
A major reason behind this agreement remains the superlative performance shown by Samsung's HBM4. This memory module clearly demonstrates processing speeds higher than the present JEDEC standards for the technology.
- Achieved speed: Samsung's HBM4 attains processing speed of up to 11 gigabits per second (Gbps).
- JEDEC rates: Considerably above the 8Gbps industry standard.
- Underlying technology: The memory is based on Samsung's 6th generation 10nm-class DRAM and 4nm logic base die.
This early performance lead has put Samsung ahead of its competitors such as Micron and SK hynix, making HBM4 of critical importance to NVIDIA's next-generation hardware.
Strategic Importance to Samsung and NVIDIA
This agreement is a strategic win for Samsung and a pertinent supply chain decision for NVIDIA.
For NVIDIA, it is imperative to secure an HBM4 supply of such high performance for its future product lines, starting with the expected Rubin AI. It consolidates NVIDIA's competitive strength against competitors making similar claims against AMD's Instinct MI450 series, a competition that rests upon advanced memory solutions.
For Samsung, this is a game changer for its HBM business. Following a bad history and slower HBM3, getting an early head start on HBM4 and gaining a prized partnership with NVIDIA now positions Samsung as a top contender in the HBM market. This development is likely to spark stiff competition within all major DRAM makers.
