• Home
• Technology

Samsung Electronics is approaching the final approval stage to supply HBM4 high-bandwidth memory chips for NVIDIA’s AI accelerator applications, marking a strategic step in the Korean tech giant’s efforts to strengthen its presence in the fiercely competitive AI memory market.

According to industry sources, Samsung plans to begin mass production of HBM4 chips in February, targeting global markets amid surging demand for high-performance computing components essential for advanced AI systems.

HBM memory plays a critical role in AI accelerators, offering higher data transfer speeds and improved energy efficiency, and is a key component in NVIDIA processors powering data centers and high-performance applications. Until recently, SK Hynix had been NVIDIA’s primary supplier, opening opportunities for Samsung to expand its market share.

Samsung started delivering initial HBM4 samples to NVIDIA in September for performance testing and technical qualification. Industry analysts suggest that official approval could be a turning point, enabling Samsung to compete more effectively with SK Hynix and Micron.

The company is expected to begin shipments to NVIDIA and AMD next month, further consolidating its position in the global AI supply chain and enhancing its financial and competitive outlook. This move aligns with Samsung’s broader strategy to accelerate innovation in AI technologies and compete directly in the advanced memory sector, a crucial pillar of global technological growth.