{"id":26643,"date":"2025-01-13T14:54:40","date_gmt":"2025-01-13T06:54:40","guid":{"rendered":"https:\/\/www.1ai.net\/?p=26643"},"modified":"2025-01-13T14:54:40","modified_gmt":"2025-01-13T06:54:40","slug":"%e7%9b%ae%e6%a0%87%e6%8f%90%e5%89%8d%e5%8d%8a%e5%b9%b4%e6%8a%a2%e8%8b%b1%e4%bc%9f%e8%be%be%e8%82%a5%e8%82%89%ef%bc%8c%e6%b6%88%e6%81%af%e7%a7%b0%e4%b8%89%e6%98%9f%e8%ae%a1%e5%88%92","status":"publish","type":"post","link":"https:\/\/www.1ai.net\/en\/26643.html","title":{"rendered":"Target half a year ahead of schedule to grab Nvidia \"fat meat\", news that Samsung plans to complete the first half of this year HBM4 development"},"content":{"rendered":"

January 13th.Samsung<\/a>Electronics is accelerating the launch of its sixth-generation HBM (High Bandwidth Memory), \"HBM4,\" which is considered a key product this year.<\/p>\n

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According to the Korean media NewDaily today, Samsung Electronics has set the goal ofThe development of the HBM4 product and PRA will be completed within the first half of this year.<\/strong>(Note: PRA is the approval process to meet Samsung's internal standards for mass production and enter the mass production stage), which is the first step in mass production.<\/p>\n

The report mentioned,Samsung intends to advance its HBM roadmap by about 6 months<\/strong>. Samsung originally planned to mass produce the fifth-generation HBM \"HBM3E\" in the first half of this year and supply it to theNvidia<\/a>The next-generation HBM \"HBM4\" was planned to be mass-produced in the second half of this year, but it seems to have been brought forward in accordance with market conditions.<\/p>\n

Analysts believe that NVIDIA, which leads the AI semiconductor market, has accelerated the pace of development of AI gas pedals, which has had a significant impact on this. NVIDIA plans to launch its next-generation AI gas pedal \"Rubin\" next year.However, it is expected to be 6 months ahead of schedule by the third quarter of this year.<\/strong>. With eight HBM4 units to be installed in each Rubin, the HBM4 era has officially begun, and HBM manufacturers are adapting to new NVIDIA product launches to advance development and mass production.<\/p>\n

The report also states thatSK Hynix, NVIDIA's largest supplier of HBM, is already accelerating HBM4 development and mass production<\/strong>NVIDIA. When NVIDIA CEO Jen-Hsun Huang met with SK Hynix Chairman Tae-Won Choi last November, he asked SK Hynix to move up the release of HBM4 by six months, and Choi responded positively by continuing his efforts to accelerate the release date. Choi also mentioned SK Hynix's accelerated pace of HBM development at CES 2025 held in Las Vegas last week.<\/p>\n

In the first half of this year, Samsung also joined the race for the development and mass production of HBM4, and it is expected that HBM will not only receive attention from the semiconductor industry this year, but also receive more attention from the financial investment market. In particular.Samsung desperately needs to win in the HBM4 space<\/strong>The reason is that it takes more than a year for HBM3E products to enter NVIDIA's supply chain. Investors are also concerned about whether Samsung can turn a profit with HBM4.<\/p>","protected":false},"excerpt":{"rendered":"

January 13 news, Samsung Electronics is accelerating the launch of the sixth generation of HBM (high bandwidth memory) \"HBM4\", which is considered a key product this year. According to the Korean media NewDaily today, Samsung Electronics has set the goal of completing the development of HBM4 products and PRA (Note: PRA is an approval process to meet Samsung's internal standards for mass production and to enter the mass production stage) within the first half of this year, which is the first step towards mass production. The report mentioned that Samsung intends to advance the HBM roadmap by about 6 months. Samsung originally planned to mass produce the fifth generation HBM \"HBM3E\" in the first half of this year and supply it to NVIDIA and others, and planned to mass produce the next generation HBM \"HBM4\" in the second half of this year, but it seems to have moved up the schedule based on the market situation.<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[146],"tags":[400,239],"collection":[],"class_list":["post-26643","post","type-post","status-publish","format-standard","hentry","category-news","tag-400","tag-239"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/26643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/comments?post=26643"}],"version-history":[{"count":0,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/posts\/26643\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/media?parent=26643"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/categories?post=26643"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/tags?post=26643"},{"taxonomy":"collection","embeddable":true,"href":"https:\/\/www.1ai.net\/en\/wp-json\/wp\/v2\/collection?post=26643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}