Samsung's HBM4 is reportedly priced at over three times that of HBM3E, in the mid-to-high $4 per gigabit range, with customer negotiations already underway.
Samsung Electronics has set the supply price for its HBM4 next year in the mid-to-high $4 per gigabit (Gb) range, more than triple the approximately $1.50/Gb price of its current flagship product, HBM3E, and has initiated annual contract negotiations with major clients, according to a report by South Korean financial media Maeil Business Newspaper on October 2. Semiconductor industry sources revealed that Samsung's HBM4 has achieved a stable data transfer rate of 11.7 Gbps, with peaks reaching 13 Gbps, placing it at the industry's highest level. Market research firm TrendForce predicts that the average selling price (ASP) of HBM will increase by 121% next year compared to this year, driven by both the rising proportion of HBM4 and supply shortages.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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