Report: Samsung began supplying HBM4 to Nvidia in February

Report: Samsung began supplying HBM4 to Nvidia in February

Samsung Electronics plans to start production of next-generation high-bandwidth memory chips HBM4 next month and supply them to Nvidia, marking a key breakthrough for Samsung in advanced storage chips and likely narrowing the gap with competitor SK Hynix.

On Monday, according to Reuters citing informed sources, Samsung has passed Nvidia's HBM4 qualification tests and will begin shipments in February. Previously, delays in HBM supply affected Samsung's performance and stock price last year.

After the news was announced, Samsung’s stock price rose 2.2% in early trading on Monday, while competitor SK Hynix fell 2.9%. Both companies will release Q4 financial results this Thursday, when more details on HBM4 orders are expected to be disclosed.

Nvidia CEO Jensen Huang stated earlier this month that the company’s next-generation chip Vera Rubin platform has entered “full production,” these chips will pair with HBM4 chips and are planned for launch later this year.

A key step for Samsung to catch up with SK Hynix

According to Korea Economic Daily on Monday, Samsung has passed HBM4 qualification tests for Nvidia and AMD and will begin shipments to Nvidia next month. Sources declined to disclose the specific number of chips Samsung plans to supply to Nvidia.

SK Hynix has long been the leading supplier of advanced storage chips needed for Nvidia’s AI accelerators. Last October, the company said it had completed HBM supply negotiations for next year with major customers.

An SK Hynix executive told Reuters earlier this month that the company plans to start producing HBM chips from silicon wafers next month at the new M15X factory in Cheongju, Korea, but did not specify whether HBM4 would be included in the initial production.

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