Nvidia Secures HBM4 Supply Chain From Samsung, SK Hynix and Micron for Vera Rubin
TL;DR Summary
Nvidia has certified Samsung Electronics, SK Hynix and Micron to supply HBM4 for its Vera Rubin AI accelerators; all three are in production and deliveries are set for Q3 as the Vera Rubin platform moves toward full production, underscoring memory as a key bottleneck in AI hardware.
- Nvidia Green-Lit Big Three Memory Firms to Supply HBM4, CEO Says Bloomberg.com
- Jensen Huang announced a major move shortly after arriving in Korea: HBM4 from the storage 'Big Three' has all received certification. 富途牛牛
- Hwang Ren-hong: Will Allocate Memory Supply in the Most Prudent Manner, All Three Memory Manufacturers Have Qualified Supply for HBM4 Bitget
- Nvidia Secures HBM4 Supply from Major Memory Manufacturers (NVDA) GuruFocus
- Micron's HBM4 push signals bigger Nvidia supply role digitimes
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