Samsung to Supply Nvidia With Advanced HBM4 Chips as Shares Climb 5%

GuruFocus
2025.12.26 12:17
portai
I'm PortAI, I can summarize articles.

Samsung will supply Nvidia with advanced HBM4 chips for its Rubin AI processors, boosting Samsung shares by 5%. Mass production starts in February, enhancing Nvidia's AI hardware lineup. SK Hynix also plans HBM4 production. Analysts predict Samsung's memory profits could rise 300% by 2026 due to AI chip demand. This collaboration aids Nvidia's supply chain diversification and Samsung's semiconductor manufacturing comeback.