Samsung Increases Production Volumes of 8 GB HBM2 Chips Due to Growing Demandby Anton Shilov on July 19, 2017 8:00 AM EST
Samsung on Tuesday announced that it is increasing production volumes of its 8 GB, 8-Hi HBM2 DRAM stacks due to growing demand. In the coming months the company’s 8 GB HBM2 chips will be used for several applications, including those for consumers, professionals, AI, as well as for parallel computing. Meanwhile, AMD’s Radeon Vega graphics cards for professionals and gamers will likely be the largest consumers of HBM2 in terms of volume. And while AMD is traditionally a SK Hynix customer, the timing of this announcement with AMD's launches certainly suggests that AMD is likely a Samsung customer this round as well.
Samsung’s 8 GB HBM Gen 2 memory KGSDs (known good stacked die) are based on eight 8-Gb DRAM devices in an 8-Hi stack configuration. The memory components are interconnected using TSVs and feature over 5,000 TSV interconnects each. Every KGSD has a 1024-bit bus and offers up to 2 Gbps data rate per pin, thus providing up to 256 GB/s of memory bandwidth per single 8-Hi stack. The company did not disclose power consumption and heat dissipation of its HBM memory components.
Update 7/20: Samsung confirmed that the DRAM devices are made using 20 nm process technology, but could not disclose power consumption and TDP of KGSDs.
Samsung began mass production of 4-Hi HBM2 KGSDs with 4 GB capacity and 2 Gbps data rate per pin in early 2016. These chips have been used to build various solutions based on NVIDIA’s GP100 and later GV100 GPUs aimed at HPC and similar applications. The company also started to manufacture HBM2 KGSDs with 8 GB capacity in 2016 and so far, Samsung is the only company to publicly announce that they can mass-produce 8 GB HBM2 KGSDs.
Recently AMD launched its Radeon Vega Frontier Edition cards, the first commercial products featuring Vega and 8-Hi HBM2 stacks. To date we haven't been able to get confirmation of whose HBM2 AMD is using – frequent collaborator SK Hynix's or Samsung’s – however as Samsung is for now the only vendor to announce 8-Hi volume production, it's looking increasingly likely that AMD is using Samsung's HBM2. Meanwhile in the coming months AMD will expand the lineup of its graphics cards based on the Vega GPU with the RX Vega line for gamers, and considering that such devices are sold in mass quantities, Samsung has a very good reason for increasing HBM2 production..
Samsung expects 8 GB HBM2 KGSDs to account for over 50% of its HBM2 production by the first half of 2018.