Samsung and SK Hynix win exclusive HBM4 supply for Nvidia's Vera Rubin AI accelerator

Samsung and SK Hynix to dominate Nvidia Vera Rubin HBM4 supply

Samsung Electronics and SK Hynix have been confirmed as the sole HBM4 suppliers for Nvidia's Vera Rubin AI accelerator, excluding Micron Technology from the flagship platform. The Korea Economic Daily reported on March 8, citing industry sources, that the two South Korean chipmakers are on Nvidia's vendor list for the advanced memory. The selection secures the most lucrative segment of the AI memory market for Samsung and SK Hynix. The allocation marks a turnaround for Samsung after previous yield struggles and reinforces SK Hynix's position as Nvidia's primary memory partner. The supplier split favors SK Hynix with roughly 70 percent of Nvidia's HBM4 allocation. Samsung holds approximately 30 percent of the allocation, according to the report. "Micron isn't even being discussed as a Vera Rubin HBM4 supplier," an industry source told the Korea Economic Daily. Samsung passed Nvidia qualification tests for both 10 Gbps and 11 Gbps HBM4 variants and began limited shipments in February. SK Hynix is optimizing its product for the 11 Gbps test and expects full-scale production this month. Nvidia required memory speeds above the 8 Gbps JEDEC industry standard for Vera Rubin. Industry analysts attributed Micron's exclusion to difficulties meeting speed, base die design, and thermal performance requirements. Micron currently supplies HBM3E for Nvidia's existing platforms but does not appear on the Vera Rubin vendor list. Vera Rubin will incorporate 8 HBM4 stacks per GPU totaling 288 GB per GPU. The full Vera Rubin Superchip combines two GPUs for 576 GB of total memory. The platform is slated for release in the second half of 2026. Nvidia is expected to formally unveil Vera Rubin at the GTC developer conference on March 16. Micron is expected to supply HBM4 for mid-tier Rubin accelerators, such as the Rubin CPX, but not for the top-tier Vera Rubin. TrendForce noted Nvidia may eventually add all three suppliers to its HBM4 ecosystem. The confirmed vendor list indicates Samsung and SK Hynix will dominate the initial and most profitable ramp.

Why Nvidia Snubbed Micron For Samsung, SK Hynix - Micron Technology (NASDAQ:MU), NVIDIA (NASDAQ:NVDA)

Rising demand for artificial intelligence hardware is reshaping the high-bandwidth memory (HBM) market, giving South Korea's leading chipmakers an edge in supplying critical components for next-generation AI processors. Samsung, SK Hynix Win HBM4 Supply For Nvidia AI ChipsAI Boom Strengthens Pricing Power In HBM Market AI-driven demand is reshaping the HBM market, with major chipmakers competing to supply next-generation HBM for advanced AI processors. Samsung has begun mass production of its HBM4 AI memory chips and is reportedly negotiating prices of about $700 per unit, roughly 20%-30% higher than the previous generation, reflecting strong demand and tight supply in the AI memory market. The company is trying to regain momentum after initially trailing SK Hynix, while both firms compete to supply Nvidia for its next-generation "Vera Rubin" AI platform. Nvidia Supply Chain Highlights Competitive Divide Industry reports indicate Nvidia plans to source most of its HBM4 supply from SK Hynix and Samsung, with SK Hynix expected to provide about 70% and Samsung roughly 30%, while Micron has struggled to meet the stricter technical requirements. MU Price Action: Micron Technology shares were down 0.67% at $367.83 during premarket trading on Monday, according to Benzinga Pro data, after closing 6.74% lower on Friday. Image via Shutterstock Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

Nvidia taps Samsung, SK Hynix as exclusive HBM4 suppliers for Vera Rubin - report By Investing.com

Investing.com-- Samsung Electronics (KS:005930) and SK Hynix (KS:000660) have been selected as the sole suppliers of sixth-generation high-bandwidth memory (HBM4) for Nvidia's (NASDAQ:NVDA) next flagship AI accelerator, Vera Rubin, the Korea Economic Daily reported on Monday, citing industry officials. The decision gives South Korea's two memory chipmakers a fresh advantage in the race to supply premium AI components, as demand for high-bandwidth memory continues to surge alongside advanced AI processors. Get real-time updates on market-moving news with InvestingPro According to the report, the move sidelines U.S. memory rival Micron Technology (NASDAQ:MU) from the upcoming product cycle.