Hardik Shah
2026.06.05 10:35

โšก ๐”๐๐ƒ๐€๐“๐„: Nvidia Qualifies Samsung, SK Hynix, and Micron for ๐‡๐๐Œ๐Ÿ’ Supply - Bloomberg - $NVIDIA(NVDA.US) $Micron Tech(MU.US)

๐Ÿ‘‰ ๐Š๐ž๐ฒ ๐‡๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:

โžค Nvidia certifies ๐’๐š๐ฆ๐ฌ๐ฎ๐ง๐ , ๐’๐Š ๐‡๐ฒ๐ง๐ข๐ฑ, and ๐Œ๐ข๐œ๐ซ๐จ๐ง to supply HBM4 memory.

โžค HBM4 will power Nvidiaโ€™s next-generation ๐•๐ž๐ซ๐š ๐‘๐ฎ๐›๐ข๐ง AI platform.

โžค Jensen Huang confirms all three suppliers are ๐ช๐ฎ๐š๐ฅ๐ข๐Ÿ๐ข๐ž๐ and in production.

โžค Vera Rubin systems are in ๐Ÿ๐ฎ๐ฅ๐ฅ ๐ฉ๐ซ๐จ๐๐ฎ๐œ๐ญ๐ข๐จ๐ง, with deliveries targeted for Q3.

โžค New platform combines Vera CPUs, Rubin GPUs, and terabytes of ๐‡๐๐Œ๐Ÿ’ per server.

โžค Memory remains one of the industryโ€™s most critical ๐€๐ˆ ๐ฌ๐ฎ๐ฉ๐ฉ๐ฅ๐ฒ ๐œ๐ก๐š๐ข๐ง bottlenecks.

โžค Nvidia is expanding its presence in Korea, including plans for a new ๐‘&๐ƒ ๐œ๐ž๐ง๐ญ๐ž๐ซ.

๐Ÿ’ฌ ๐„๐ฑ๐ฉ๐ž๐ซ๐ญ ๐’๐ญ๐š๐ญ๐ž๐ฆ๐ž๐ง๐ญ:

โ€œAll three vendors have been qualified,โ€ Huang told reporters in Seoul.

โ€œAll three vendors are in production, and theyโ€™re all racing to support Vera Rubin.โ€

Huang also noted that Nvidiaโ€™s Vera Rubin AI systems are now in full production and highlighted the importance of memory suppliers in supporting the next generation of AI infrastructure.

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