Jan 26, 2026

Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips

TLDR Samsung Electronics will start mass producing HBM4 memory chips for Nvidia in February 2026 after completing final qualification tests The South Korean chipmaker submitted initial samples to Nvidia in September and has now reached the final approval stage Micron Technology has already sold out its entire 2026 HBM supply and expects to maintain 20%+ [...]

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Source: Blockonomi →