Nvidia has selected Samsung and SK Hynix as the exclusive HBM4 suppliers for Vera Rubin—Report

LootboxPhobia · 2026-03-09T01:24:45+00:00

Samsung Electronics and SK Hynix are selected as the exclusive suppliers of HBM4 for Nvidia's next-generation AI accelerator Vera Rubin, giving both companies an advantage in the supply of high-end AI components while excluding Micron Technology from entering the new product cycle.

LootboxPhobia

2026-03-09 01:24:45

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Investing.com — According to industry sources cited by Korea Economic Daily on Monday, Samsung Electronics (KS:005930) and SK Hynix (KS:000660) have been chosen as the exclusive suppliers of sixth-generation high-bandwidth memory (HBM4) for Nvidia’s (NASDAQ:NVDA) next-generation flagship AI accelerator Vera Rubin.

This decision gives these two South Korean memory chip manufacturers a new advantage in the high-end AI component supply race, as the demand for high-bandwidth memory continues to surge with the development of advanced AI processors.

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According to the report, this move excludes US memory competitor Micron Technology (NASDAQ:MU) from the upcoming product cycle.

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