Samsung clears Nvidia hurdle for 12-layer HBM3E supply, setting stage for HBM4 battle

KED Global·Sep 19

✦ NabkaNews BriefAuto-summarized from multiple outlets · verify with the source

Samsung has cleared a hurdle with Nvidia for the supply of 12-layer HBM3E, potentially paving the way for the development of HBM4. Reports suggest that Samsung, along with SK Hynix, may have secured orders for HBM4 from Nvidia, with some outlets indicating that mass production is set to begin. However, the extent to which each company will supply HBM4 to Nvidia and other clients, such as Microsoft, remains unclear.

Full coverage

Samsung, SK Hynix win Vera Rubin HBM4 slots, widening lead over Micron

KED Global·Mar 8

Samsung set to ship HBM4 to Nvidia ahead of rivals in February

KED Global·Jan 25

Samsung to begin world’s 1st mass production of HBM4 in 3rd week of February for Nvidia’s Vera Rubin

KED Global·Feb 8

Samsung sells out 2026 HBM supply after starting Nvidia shipments in Q3

KED Global·Oct 30

Samsung advances HBM4 toward mass output after clearing key internal test

KED Global·Dec 3

SK Hynix secures two-thirds of Nvidia’s HBM4 orders, supplies HBM3E to Microsoft for Maia 200

KED Global·Jan 28

Samsung confirms Q1 shipment of HBM4 to clients as Q4 2025 profit hits record high

KED Global·Jan 29

Samsung to ramp up HBM4 DRAM output capacity by 70% to meet rising Nvidia, AMD demand

KED Global·Feb 5

View original report at KED Global ↗

Fetching the latest headlines…