Samsung HBM4 Price Reaches $700 as AI Memory Demand Surges

Samsung is reportedly charging around $700 for its latest High Bandwidth Memory product, HBM4, marking a 20–30% increase over the previous HBM3E generation, according to Yonhap News (19/02).

The new pricing reflects strong demand for AI-focused memory products as the industry continues to experience an AI-driven supply crunch.

Samsung Limits HBM4 Production Amid Strong DRAM Profitability

An industry insider told Yonhap News, “With commodity DRAM profitability now exceeding that of HBM, Samsung no longer has a reason to maximize HBM4 volumes at the expense of its commodity DRAM lines.

"Having proven its HBM competitiveness recovery through best-in-class performance and industry-first mass production shipments, Samsung is now reportedly adjusting capacity carefully from a profitability standpoint.”

The source indicated that Samsung is carefully adjusting its production capacity rather than maximizing HBM4 output.

Major industry players are reported to have secured close to 40% of wafer production, while others are purchasing High Bandwidth Memory designed specifically for AI data centres rather than consumer-grade memory.

NVIDIA Reportedly the Only HBM4 Buyer So Far

Industry sources suggest that only Nvidia has requested HBM4 so far this year.

Other large technology companies, including Google, are reportedly focusing on securing HBM3E for their AI acceleration plans.

HBM4 Expected to Power Nvidia’s Next-Gen AI Chips

There is a strong possibility that Nvidia may unveil AI accelerators equipped with Samsung’s HBM4 during the GTC 2026 conference in March in San Jose.

It remains unclear whether this will include Nvidia’s Vera Rubin, described as a six-trillion-transistor AI “superchip.”

Rumours also indicate that Rubin could be the first to use TSMC’s A16 chip node.

HBM technology has previously appeared in gaming hardware, such as AMD’s RX Vega series, though it did not gain broad popularity among gamers.

PHOTO: REUTERS

This article was created with AI assistance.

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