The main bet is made in the new generation HBM4 memory. To attract Nvidia’s attention, Samsung plans to offer products at lower prices than competitors. Such a strategy can lead to a price war that fights for this market with SK Hynix and Micron. At the same time, SK Hynix plans to sell more HBM4 than the previous generation HBM3E, which gives Samsung a space for maneuver.
The company expands its production capacity and uses high NA EUV technology and ASML equipment to provide high output volume. Thanks to its own production lines, Samsung can offer NVIDIA more resources than competitors, which increases its position.
However, at a lower price, the products of the products are less quality compared to SK Hynix solutions. Despite this, Samsung expects to compensate for possible deficiencies due to supply volumes and affordable costs.
Source: Ferra
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