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Today's Topics:
1. Samsung Electronics, new high-bandwidth memory (HBM) chips,
or HBM4, ?next month (Stephen Loosley)
----------------------------------------------------------------------
Message: 1
Date: Mon, 26 Jan 2026 17:26:05 +1030
From: Stephen Loosley <[email protected]>
To: "link" <[email protected]>
Subject: [LINK] Samsung Electronics, new high-bandwidth memory (HBM)
chips, or HBM4, ?next month
Message-ID: <[email protected]>
Content-Type: text/plain; charset="UTF-8"
Samsung to start production of HBM4 chips next month for Nvidia supply, source
says
By Hyunjoo Jin January 26, 20261:06 PM GMT+11 Updated 4 hours ago
https://www.reuters.com/world/asia-pacific/samsung-start-production-hbm4-chips-next-month-nvidia-
supply-source-says-2026-01-25/
SEOUL, Jan 26 (Reuters) - Samsung Electronics plans to start production of its
next-generation high-bandwidth memory (HBM) chips, or HBM4, ?next month and
supply them to Nvidia a person familiar ?with the matter told Reuters on Monday.
Samsung has been trying to catch up with cross-town rival SK Hynix, a primary
supplier for advanced memory chips crucial for Nvidia's AI accelerators, after
supply delays had hit ?its earnings and share prices earlier last year.
Samsung shares climbed ?2.2% while rival Hynix shares were down 2.9% in morning
trade.
The person declined to give details such as how many chips it ?plans to supply
to Nvidia.
A Samsung spokesperson declined to comment, while Nvidia was not immediately
available for comment.
South Korean newspaper Korea Economic Daily reported on Monday ?that Samsung
passed HBM4 qualification tests for Nvidia and AMD (AMD.O), opens new tab and
?will start shipping to Nvidia next month, citing chip industry sources.
SK Hynix said in ?October ?it has completed HBM supply talks with major
customers for next year.
SK Hynix plans to begin deploying silicon wafers next month into a new fab,
M15X, in Cheongju, South Korea, to produce HBM chips, ?an executive at ?the
company told Reuters ?earlier this month, without elaborating on whether HBM4
will be part of the initial production.
Both Samsung and SK Hynix are set to announce their fourth-quarter ?earnings on
Thursday when they are expected to share details of HBM4 orders.
Nvidia CEO Jensen Huang said early this month that the company?s
next-generation chips, the Vera ?Rubin platform, is in ?full production,? as
the ?U.S. company prepares to launch the chips, to be paired with HBM4 chips,
later ?this year.
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End of Link Digest, Vol 398, Issue 21
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