Samsung’s aggressive push into HBM4 production has intensified scrutiny on Micron Technology ‘s position in the high-bandwidth memory market, where AI accelerators demand ever-faster, higher-capacity solutions. With Samsung now shipping commercial HBM4 chips featuring speeds up to 11.7 Gbps (and bursts to 13 Gbps), the Korean giant is positioning itself strongly for next-generation AI platforms, including Nvidia’s Vera Rubin accelerators slated for ramp in the second half of 2026. This development challenges Micron’s trajectory, as the U.S. memory leader has emphasized its power efficiency advantages in prior generations but faces a compressed timeline to match the early momentum from competitors.
Samsung’s early mass production and shipments of HBM4 chips, achieving industry-leading speeds and securing key customer validations, heighten competitive pressures …