HBM 4，正式供货

Core Insights - Samsung Electronics and SK Hynix are supplying the sixth-generation high bandwidth memory (HBM4) to Nvidia, with final sample delivery expected in Q1 next year [2][3] - Both companies are in the final stages of quality verification, indicating a significant step towards formal contract signing [2][4] Group 1: Supply Chain Developments - SK Hynix has established a mass production system for HBM4 chips and is in the final adjustment phase to meet Nvidia's requirements [3] - The negotiations regarding the total supply volume and contract pricing for HBM4 have been framed, with SK Hynix agreeing to meet Nvidia's maximum capacity needs [3] - Samsung Electronics is also nearing the end of negotiations for HBM4 chip supply, likely becoming the second-largest supplier after SK Hynix [4] Group 2: Competitive Landscape - Samsung is expanding its HBM4 production capacity to regain competitiveness in the market, while Micron is expected to lag behind due to technical challenges [4] - Micron's performance in HBM4 is reportedly inferior to its competitors, which may hinder its position in the supply chain [4]