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Samsung likely to begin making HBM4 chips for supply to Nvidia next month
- IBJ Bureau
- Jan 26, 2026
Samsung Electronics plans to start production of its next-generation high-bandwidth memory (HBM) chips or HBM4 next month and supply them to Nvidia, according to a person familiar with the matter.
Samsung has been trying to catch up with cross-town rival SK Hynix, a primary supplier for advanced memory chips crucial for Nvidia’s AI accelerators, after supply delays had hit its earnings and share prices earlier last year.
South Korean newspaper Korea Economic Daily has reported that Samsung has passed HBM4 qualification tests for Nvidia and AMD and will start shipping to Nvidia next month, citing chip industry sources.
SK Hynix had said last October that it had completed talks with major customers for supply of HBM chips for next year.
SK Hynix plans to begin deploying silicon wafers next month into a new fab, M15X, in Cheongju, South Korea, to produce HBM chips, an executive of the company had told Reuters earlier this month, without elaborating on whether HBM4 will be a part of the initial production.
Nvidia CEO Jensen Huang had said early in January that the company’s next-generation chips, the Vera Rubin platform, is in “full production”, as the US company prepares to launch the chips to be paired with HBM4 chips later this year.
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