报道：三星2月开始向英伟达供货HBM4

Group 1 - Samsung Electronics plans to start production of the next-generation high bandwidth memory chip HBM4 next month and supply it to Nvidia, marking a significant breakthrough in advanced memory chips and potentially narrowing the gap with competitor SK Hynix [1][5] - Samsung has passed Nvidia's HBM4 qualification tests and is set to begin shipments in February, following previous delays in HBM supply that impacted its performance and stock price last year [1][5] - Following the announcement, Samsung's stock rose by 2.2%, while SK Hynix's stock fell by 2.9%. Both companies are expected to release their fourth-quarter financial reports this Thursday, which will likely provide more details on HBM4 orders [1] Group 2 - Nvidia's CEO Jensen Huang stated that the company's next-generation chip, the Vera Rubin platform, has entered "full production" and will be paired with HBM4 chips, scheduled for release later this year [4] - SK Hynix has maintained a leading position in the advanced memory chip sector, being the primary supplier for Nvidia's AI accelerators. The company completed negotiations for HBM supply with major clients last October [5] - SK Hynix plans to begin silicon wafer production of HBM chips at its new factory M15X in Cheongju, South Korea, next month, although it has not specified whether HBM4 will be part of the initial production [5]