According to Coin World, citing information from semiconductor industry sources reported by Korean media outlet Dealsite, Samsung Electronics has not yet received Nvidia’s mass production order for its HBM4 chips. At present, its revenue is limited to paid test sample competition. Meanwhile, competitor SK hynix has officially started shipping 12-layer HBM4 mass production units for Nvidia, and will expand its shipping scale starting in September.

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MevHasMeCompletelyConfused.
· 1h ago
Test sample revenue vs mass production shipment—there’s a bit of a big gap.
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YieldPumpkin
· 2h ago
SK Hynix will further expand capacity in September, and Samsung is under heavy pressure
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RoyaltySentinel
· 2h ago
12-layer HBM4 is already in mass production, and Samsung is still waiting for orders— the semiconductor war is truly brutal.
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PolkadotPainter
· 2h ago
The HBM space is too competitive—one step late means every step is late.
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FlokiFan
· 2h ago
Nvidia’s choice is very realistic—if your technology is behind, you’ll get hit.
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