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Samsung to Produce HBM4 Chips for Nvidia Next Month

1/26/2026

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Story summary

Samsung Electronics plans to begin production of high-bandwidth memory (HBM4) chips next month to supply Nvidia.
The move aims to help Samsung compete with SK Hynix, a key supplier for Nvidia's AI accelerators.
Reports indicate Samsung passed qualification tests for HBM4 with Nvidia and Advanced Micro Devices (AMD).
Nvidia's CEO confirmed the company's next-generation chips are in full production.
Nvidia and Samsung will discuss HBM4 orders in upcoming fourth-quarter earnings.

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Story summary

Samsung Electronics plans to begin production of high-bandwidth memory (HBM4) chips next month to supply Nvidia.
The move aims to help Samsung compete with SK Hynix, a key supplier for Nvidia's AI accelerators.
Reports indicate Samsung passed qualification tests for HBM4 with Nvidia and Advanced Micro Devices (AMD).
Nvidia's CEO confirmed the company's next-generation chips are in full production.
Nvidia and Samsung will discuss HBM4 orders in upcoming fourth-quarter earnings.