Samsung to Supply Nvidia With Advanced HBM4 Chips as Shares Climb 5%
Complete. Here is the key summarySamsung 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.
Nvidia (NVDA, Financials) is set to use Samsung's upcoming HBM4 memory chips in its next generation Rubin AI processors, according to reports from Seoul. Samsung shares rose more than 5% in Seoul trading after news emerged that the company plans to begin mass production of the advanced chips in February at its Pyeongtaek campus.
The new HBM4 chips are designed to meet the growing performance demands of AI workloads, helping Nvidia strengthen its data center product lineup amid record global demand for artificial intelligence hardware.
SK Hynix, another major memory supplier, is also preparing to produce HBM4 chips at its M16 fab next year. Both Korean chipmakers are accelerating production schedules to compete for contracts with Nvidia and other AI chip designers.
Analysts at Morgan Stanley project Samsung's memory profits could rise more than 300% in 2026, reflecting higher margins from AI-driven chip demand. The collaboration underscores Nvidia's efforts to diversify its supply chain while supporting Samsung's comeback in advanced semiconductor manufacturing.