Samsung is all set to discuss with Nvidia to finalize pricing and supply plans for its newly launched sixth-generation high-bandwidth HBM4 memory chip, as it aims to match the price of SK Hynix.
A new report from DealSite revealed that Nvidia, right after signing the HBM4 supply contract with SK Hynix, started discussions with Samsung. This suggests that it is quite ambitious to secure as enough HBM4 supply as possible for its next-generation AI accelerators.
Finally, both of these firms are set to finalize the unit price for the 12-layer HBM4 product. The Korean tech giant is focusing on selling its HBM4 chip at the same price range as its rival SK Hynix, which is reportedly in the mid-$500 range per unit.
Regarding this, a Samsung official stated, “We offered a relatively low price to Nvidia for the previous 12-layer HBM3E, but we are negotiating with the goal of signing a contract with SK Hynix at the same unit price for HBM4.”
In case you missed it, last time Samsung had to lower the price of its HBM3E chipset due to certification delays. As a result, the chip sold at a mid $200 price, while on the rival side, SK Hynix sold at $300 range.
Samsung is in full swing to ramp up the capacity of its 1c DRAM, the core foundation for HBM4, and is gradually considering increasing production to about 150,000 wafers per month by the end of 2026. It’s expected that it could start supplying HBM4 chips to Nvidia by the second quarter of 2026.
