Samsung today officially unveiled the HBM4 to seize the growing market driven by the AI era. At the same time, Samsung revealed its plans for HBM4E and custom HBM solutions for 2026 and 2027, respectively.

With HBM4, Samsung just made sure it has a front row seat in every serious 2026 and 2027 accelerator roadmap.

Samsung officially announced it plans to start sampling HBM4E in the second half of 2026, while custom HBM solutions will follow in 2027.

Standard HBM4 secures the mainstream GPU market. HBM4E and custom variants target hyperscalers building proprietary ASICs.

SK Hynix and Micron are pushing hard in HBM as well. Meanwhile, Samsung’s early mass production, combined with its in-house packaging expertise and massive DRAM capacity, gives it a serious edge in supply resilience.

The South Korean tech giant estimates that its HBM sales will more than triple in 2026 compared to 2025. AI demand is not cooling off, and it is shifting toward more specialized accelerators and custom silicon.

Related article:

• Samsung unveils HBM4 for AI era, featuring 2.7x bandwidth and 40% better efficiency

Source – Samsung Newsroom

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