HBM4 AI memory chip
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Samsung Nears Nvidia’s Approval for Key HBM4 AI Memory Chips
MINT· 2026-01-26 02:11
Core Viewpoint - Samsung Electronics is nearing certification from Nvidia for its AI memory chip HBM4, aiming to close the competitive gap with SK Hynix [1][2]. Group 1: Samsung's Progress - Samsung has entered the final qualification phase with Nvidia after supplying initial samples in September [2]. - The company is preparing for mass production of HBM4 in February, with shipments expected to commence soon [3]. - Samsung's shares increased by up to 3.2% in Seoul, while SK Hynix's stock experienced a similar decline [3]. Group 2: Market Context - Samsung, SK Hynix, and Micron Technology are leading in AI memory, with all three companies seeing significant stock surges due to a memory shortage in the electronics industry [4]. - The combined market value of these three memory chip manufacturers has increased by approximately $900 billion since early September [4]. Group 3: Future Prospects - Investor optimism is growing that Samsung may supply components for Nvidia's upcoming flagship Rubin processors, which have primarily relied on SK Hynix for advanced memory chips [5]. - Samsung is expected to begin HBM4 shipments to Nvidia and Advanced Micro Devices in the coming month [6].