<div id="readability-page-1"><p>U.S. semiconductor giant Nvidia (NVDA) has selected Samsung Electronics (SSNLF) and SK Hynix (HXSCL) as the sole suppliers of sixth-generation high-bandwidth memory (HBM4) for its latest AI accelerator, Vera Rubin, snubbing Micron Technology (MU), <em>Korea Economic Daily</em> reports. Micron will instead supply HBM4 for mid-tier, inference-focused accelerators like Rubin CPX.</p><h3>Claim 70% Off TipRanks Premium</h3><ul><li>Unlock  hedge fund-level data  and  powerful investing tools  for smarter, sharper decisions  </li><li> Stay ahead of the market with  the latest news and analysis  and maximize your portfolio's potential</li></ul> <p>Vera Rubin succeeds the Blackwell architecture as Nvidia's next-generation AI platform and rack-scale supercomputer. The decision hands South Korea's chipmakers a rare edge in the AI race amid surging HBM demand.  </p> <h2><strong>Why Vera Rubin Matters</strong></h2> <p>It enables massive-scale AI training and inference, including mixture-of-experts (MoE) models. The full Vera Rubin NVL72 rack pairs 72 Rubin GPUs with 36 Vera CPUs, delivering 10x better performance per watt than Blackwell—despite double the power draw.</p> <p>Potential customers include Microsoft (MSFT), Amazon (AMZN), Oracle (ORCL), and Google (GOOGL).</p> <h2><strong>Why Samsung and SK Hynix?</strong></h2> <p>Samsung and SK Hynix were reportedly added to Nvidia's list of Vera Rubin component suppliers due to their technological prowess in HBM4's core performance, such as operating speed and bandwidth (data processing capability per unit time). Samsung passed Nvidia's HBM4 quality tests at 10 Gbps and 11 Gbps speeds, while SK Hynix is still optimizing for the 11 Gbps test.</p> <p>The two chip makers are expected to begin production in March itself, with Vera Rubin set for launch in the second half of the year. SK Hynix is expected to supply over half of Nvidia's total HBM (including HBM3E) in 2026 and lead Vera Rubin HBM4, while Samsung will also claim a notable share. SK Hynix's global HBM output stays dominant at 50% (down from 59% in 2025), with Samsung rising to 28% (up from 20%).</p> <h2><strong>Is Nvidia Stock a Good Buy?</strong></h2> <p>Analysts remain optimistic about Nvidia's long-term prospects. On TipRanks, NVDA stock has a Strong Buy consensus rating based on 39 Buys and one Hold rating. The average Nvidia price target of $272.16 implies 53% upside potential from current levels. Over the past year, NVDA shares have surged 66.2%.</p></div>

NVDA

NVDU

<p>Nvidia has chosen Samsung and SK Hynix as the exclusive suppliers of sixth-generation high-bandwidth memory (HBM4) for its new AI accelerator, Vera Rubin, sidelining Micron Technology. This decision gives South Korean chipmakers a competitive advantage in the AI sector amid rising HBM demand. Vera Rubin, which enhances AI training and inference capabilities, is set to launch in the second half of the year. Analysts are optimistic about Nvidia's stock, with a Strong Buy consensus and a price target suggesting a 53% upside potential.</p>

- Nvidia has chosen Samsung and SK Hynix as exclusive suppliers for its sixth-generation high-bandwidth memory (HBM4) for the Vera Rubin AI accelerator, opting out of a partnership with Micron Technology.  
- The Vera Rubin platform promises significant advancements in AI performance and is viewed as critical for large-scale AI training, featuring a robust configuration of GPUs and CPUs set to launch later this year.  
- Samsung and SK Hynix's selection is attributed to their superior technological capabilities, and they are expected to begin production soon, with SK Hynix leading HBM4 supply for Nvidia in 2026.

Is Nvidia Ditching Micron for Samsung and SK Hynix on Vera Rubin?