第5代HBM(HBM3E)

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HBM4,三星率先量产?
半导体行业观察· 2025-05-01 02:56
Group 1 - The core viewpoint of the article highlights Samsung Electronics' strategic move to lead the market in high bandwidth memory (HBM) production, specifically the development of the 6th generation HBM4, in collaboration with AI accelerator developers like Nvidia, Broadcom, and Google [3][4] - Samsung Electronics reported a sales revenue of 79.1405 trillion KRW and an operating profit of 6.6853 trillion KRW for Q1 this year, marking a year-on-year sales growth of 10.1% and an operating profit increase of 1.2% [3] - The mobile experience (MX) and network divisions saw a combined operating profit of 4.3 trillion KRW, reflecting a year-on-year growth of 22.5%, while the device solutions (DS) division's operating profit fell by 47.6% to 1.1 trillion KRW due to poor performance in HBM and foundry businesses [3] Group 2 - Samsung Electronics anticipates an improvement in future performance by the end of the year, contingent on the resolution of uncertainties such as U.S. tariff policies, with expectations of increased demand for memory semiconductors driven by AI server investments in the second half of the year [4] - The company plans to deliver improved 5th generation HBM (HBM3E) to customers in the second quarter of this year as part of its HBM strategy [4]