US EditionSamsung to Start Production of HBM4 Chips Next Month for Nvidia Supply, Source Says
Samsung will supply next-generation HBM4 memory chips to Nvidia starting next month to meet rising AI accelerator demand and recover market share after past delays.
- On Monday, Samsung Electronics passed HBM4 qualification tests for Nvidia and AMD and plans to start supplying Nvidia next month.
- After production delays last year, surging demand for HBM from advanced AI accelerators and generative AI prompted Samsung to complete supply negotiations with major customers for next year.
- Samsung will begin deploying silicon wafers into the M15X fabrication plant, Cheongju, South Korea next month, but it remains unclear if HBM4 will be part of the initial output.
- Memory-Market moves show Samsung raised major memory-chip prices by as much as 60%, while Samsung and SK Hynix prepare fourth-quarter earnings on Thursday with expected HBM4 order details.
- Nvidia CEO Jensen Huang said earlier this month the Vera Rubin platform is in full production and will use HBM4, pressuring SK Hynix as it expands capacity.
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22 Articles
digitimes.com
technewstube.comSamsung poised to start HBM4 shipments to Nvidia, AMD in February
Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, reported, while South Korea's said shipments to both Nvidia and AMD could begin next month.
Nvidia Supply Deal In Crosshairs, Samsung Set To Start HBM4 Chip Production Next Month As Korean Giant Takes On SK Hynix: Report - Advanced Micro Devices (NASDAQ:AMD), NVIDIA (NASDAQ:NVDA)
Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip launch and both Korean rivals prepare to report earnings.
Nvidia Supply Deal In Crosshairs, Samsung Set To Start HBM4 Chip Production Next Month As Korean Giant Takes On SK Hynix: Report - Technology Shout
Samsung Electronics Corporation The company (OTC: SSNLF ) is reportedly preparing to begin production of next-generation high-bandwidth memory chips as it seeks to supply NVIDIA Corporation (NASDAQ: NVDA ) and shrink with SK hynix. Don’t miss: AMD (Nasdaq: AMD). Hot Topic: If a new fund backed by Jeff Bezos offered a target yield of 7-9% and monthly dividends, would you invest in it? M15X The manufacturing plant in Cheongju, South Korea, will pr…
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