--- title: "NVIDIA HBM4 supply chain finalized: The world's three major memory giants all qualified for Vera Rubin supply" type: "News" locale: "en" url: "https://longbridge.com/en/news/288826773.md" description: "NVIDIA CEO Jensen Huang confirmed that the three major memory giants Samsung, SK Hynix, and Micron have passed HBM4 product certification and achieved mass production, which will be used for the Vera Rubin AI computing power platform to be delivered in the third quarter of this year. This memory is a core component of the next-generation AI systems, and currently, the three suppliers are working at full speed to ensure supply demand" datetime: "2026-06-05T08:02:02.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288826773.md) - [en](https://longbridge.com/en/news/288826773.md) - [zh-HK](https://longbridge.com/zh-HK/news/288826773.md) --- # NVIDIA HBM4 supply chain finalized: The world's three major memory giants all qualified for Vera Rubin supply According to Zhitong Finance APP, Jensen Huang, CEO of NVIDIA (NVDA.US), has confirmed for the first time that the company has completed qualification certification with the three major global memory chip manufacturers, which will supply their most advanced high-bandwidth memory products for NVIDIA's AI acceleration chips. Jensen Huang has officially approved Samsung Electronics, SK Hynix, and Micron Technology (MU.US) to supply HBM4 products, which are core essential components for NVIDIA's next-generation Vera Rubin artificial intelligence computing power platform. The three companies dominate the global computing-grade memory semiconductor market and are fiercely competing for this lucrative supply order from NVIDIA. After starting his multi-day visit to South Korea, Jensen Huang stated to the media, "All three suppliers have successfully passed qualification certification and have entered full-scale production. They are currently working at full speed to meet the supply demands of the Vera Rubin platform." During his attendance at the Taipei Computer Show this week, Jensen Huang revealed that Vera Rubin has now entered full-scale production, with the complete product set to officially ship in the third quarter of this year. This new AI system is built with NVIDIA's Vera CPU and Rubin GPU cluster, with each server equipped with TB-level capacity HBM4 high-bandwidth memory. In addition to the upcoming mass production of HBM4, the three major memory manufacturers are also competing to launch the next generation of HBM products. Reports indicate that AI chip giants like NVIDIA and AMD (AMD.US) are pressuring HBM suppliers to enhance thermal control and low-power design capabilities. Meanwhile, it has been reported that starting from HBM5, Samsung and SK Hynix will officially introduce chip-level thermal dissipation technology. At COMPUTEX, Samsung showcased its HBM5 model featuring its HPB (Heat Path Block) technology, while SK Hynix released an iHBM solution that integrates cooling components directly into the packaging. Micron, on the other hand, is promoting low-power design and silicon via through-silicon via cooling technology. On Monday in Taipei, Jensen Huang made an exception to host a banquet meeting with Korean partners, including Chey Tae-won, Chairman of SK Group, and Kwak Noh-jung, CEO of SK Hynix, highlighting the critical role of Korean companies in NVIDIA's semiconductor supply chain. ARM (ARM.US) CEO Rene Haas also expressed the industry's consensus this week: the shortage of high-end memory is likely the most challenging capacity bottleneck in the current AI industry chain. Jensen Huang stated that after his trip to South Korea, he will meet with leading business figures in Korea for dinner on Friday and plans to watch a baseball game over the weekend. This visit to South Korea also hides several new cooperation trends; NVIDIA is currently starting personnel recruitment for its newly established R&D center in Korea. He added, "I have scheduled multiple meetings with contacts covering Hyundai, LG, SK, Samsung, and of course, many leading Korean companies like NAVER." ### Related Stocks - [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md) - [SMSN.UK](https://longbridge.com/en/quote/SMSN.UK.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Seoul Purpose: How NVIDIA and South Korea Are Building the Future of AI](https://longbridge.com/en/news/288813245.md) - [Why Micron Is Still 'Pretty Cheap' Despite Its AI-Driven Run: Legato CIO Says This Is 'Not The Dot-Com Bubble'](https://longbridge.com/en/news/288825876.md) - [What's Going On With Taiwan Semiconductor Stock Monday?](https://longbridge.com/en/news/288256902.md) - [If You Had Bought $5,000 of This Tech Stock 5 Years Ago, Here's What You'd Have Today](https://longbridge.com/en/news/288283585.md) - [How High Can Nvidia Stock Go in One Year? 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