Samsung is reportedly speeding up its dev cycle for HBM RAM, as AI data centers seek more memory for operations. Samsung is already one of the leading suppliers for some AI-focused companies, such as NVIDIA, who has reportedly already acquired a large portion of Samsung’s HBM4 memory.
Samsung among other companies are shifting gears in operations to accommodate the high demand for memory that AI data centers need. While this isn’t directly impacting consumers as it’s a different type of memory that consumers wouldn’t need or buy, it is impacting them indirectly as companies focus more on serving AI enterprise customers and less on the consumer market. That has led to lower supply for consumers, and thereby increased demand and finally higher prices. This has in turn led to increased costs of consumer electronics products that contain memory because it’s costing those companies more to pay for the memory used in them during manufacturing. For example, HP reports that RAM now makes up about 35% of its PC bill of materials.
But, the AI demand for memory continues to increase, and so Samsung is rushing to meet that demand by pumping out the needed supply faster than ever.
The Samsung HBM dev cycle is moving to annual output
While Samsung’s HBM4 memory isn’t slated to actually roll out until later this year, it’s already working on it and has lined up at least some customers. It has been operating its dev cycle for HBM memory at a cadence of two years, but Samsung says this isn’t viable anymore because AI demands are rapidly increasing, and Samsung isn’t able to keep up with those demands on a bi-annual cycle.
It’s hard to tell if this will have any real impact on memory output on the consumer side. Looking at things optimistically, perhaps it will help Samsung push through more inventory for AI customers and free up time for the consumer side. On the other hand, maybe other memory makers currently serving both consumers and AI will follow Samsung’s lead and speed up development.
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