Samsung to Begin HBM4 Chip Production for Nvidia Next Month

• Samsung will start manufacturing sixth-generation HBM4 chips next month for AI and high-performance computing applications
• The company has successfully passed HBM4 qualification tests for both Nvidia and AMD, according to Korean industry sources
• Samsung declined to provide specific details on production volumes or supply quantities to Nvidia

Summary: Samsung to Begin HBM4 Chip Production for Nvidia Next Month

Key Development:

Samsung Electronics plans to commence production of its sixth-generation high-bandwidth memory (HBM4) chips in February 2026, with Nvidia as a confirmed customer, according to a source familiar with the matter.

Main Companies:

• Samsung Electronics: Manufacturer of HBM4 chips for AI and high-performance computing (HPC) applications
• Nvidia: Confirmed customer for Samsung's HBM4 chips
• AMD: Also reported to receive HBM4 shipments, according to Korea Economic Daily

Critical Details:

Samsung has reportedly passed HBM4 qualification tests for both Nvidia and AMD, marking a significant milestone in securing these major clients. The company declined to disclose production volumes or specific supply quantities. Korea Economic Daily reports that shipments to both chip giants will begin next month, citing industry sources.

Market Implications:

This development strengthens Samsung's position in the rapidly expanding AI chip market, where high-bandwidth memory is critical for AI processing and data center applications. Successfully qualifying for Nvidia—the dominant player in AI accelerators—represents a competitive win for Samsung in the HBM market, where it competes against SK Hynix and Micron.

The timing is significant as demand for advanced memory solutions continues to surge alongside AI infrastructure buildout. HBM4 represents the latest generation of memory technology essential for next-generation AI workloads and HPC systems.

Note: Samsung provided no official comment on the report, and specific production volumes remain undisclosed.