Samsung Eyes AI Memory Edge as Nvidia Supply Tightens
TL;DR
Samsung plans to start producing its next-generation HBM4 memory chips for Nvidia as early as next month, a move that could ease memory constraints for Nvidia’s AI processors and support its Vera Rubin line. Samsung’s stock rose about 2% on the Reuters report, as the company aims to narrow the gap with SK Hynix in AI memory; HBM4 qualification tests reportedly passed for Nvidia and AMD, with shipments to Nvidia possibly beginning next month.
- Samsung Stock Gains as Nvidia AI Chip Supply Nears TipRanks
- Samsung Nears Nvidia’s Approval for Key HBM4 AI Memory Chips Bloomberg.com
- Samsung to start production of HBM4 chips next month for Nvidia supply, source says Reuters
- Samsung Nears Nvidia Certification for HBM4 AI Memory - report (NVDA:NASDAQ) Seeking Alpha
- Samsung Set to Be Among the First to Feature HBM4 in NVIDIA’s Vera Rubin AI Lineup, Having Reportedly Passed All Verification Stages Wccftech
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