29 mei 2026 · 12:21

Samsung HBM4E Samples: AI Memory Race Shifts in 2026

Samsung has become the first company to ship HBM4E memory samples, sending next-generation AI memory to AMD, Nvidia and Google just three months after HBM4 entered mass production. In this episode we unpack what Samsung's HBM4E lead means for the global AI supply chain, why Japan's three largest banks are embedding OpenAI and Anthropic models in their cyber defences, and how Taiwanese server maker Wiwynn's warning of component shortages through 2028 reshapes the economics of every AI data centre project in Europe and beyond.