"Samsung is about to get the green light from Nvidia for its HBM4 AI memory chip. According to Bloomberg, the company's memory division is in the final qualification phase and is preparing for mass production in February. Samsung has been supplying test samples to Nvidia since September. The South Korean manufacturer has long been behind its competitor SK Hynix, but now seems to be catching up. Nvidia uses enormous amounts of high-bandwidth memory (HBM) to power its AI accelerators."
"Samsung seems to be just behind its compatriot SK Hynix in the battle to provide memory for AI chips. The former fell behind in 2025 because the memory initially did not meet the requirements. While competitors SK Hynix and Micron are already supplying chips on a massive scale, Samsung had to limit itself to less advanced variants. This significantly reduces sales, especially since the generational shifts at Nvidia are now twice as fast as before."
"For Samsung (and its competitors Micron and SK Hynix), there is more positive news, even beyond HBM. Since September, the three major memory manufacturers have collectively added about $900 billion in market value. This growth is due to the AI boom, which is causing a shortage of memory. Samsung, SK Hynix, and Micron are all benefiting from this scarcity. Consumers will likely see this scarcity result in price increases and less impressive specifications in the coming years."
Samsung is entering final qualification with Nvidia for HBM4 AI memory and plans mass production in February after supplying test samples since September. HBM4 offers up to 2 TB/s per stack, substantially higher than HBM3e's 1.2 TB/s. Yield issues previously delayed Samsung, leaving SK Hynix and Micron at scale while Samsung supplied less advanced variants. Nvidia's faster generational cadence is increasing demand pressure as architectures like Blackwell and Rubin advance. The three major memory makers have added about $900 billion in market value since September due to AI-driven memory scarcity, likely causing higher prices and constrained specs for consumers.
Read at Techzine Global
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