According to reports of South Korean media citing industry insiders, Samsung Electronics plans to start shipping HBM4 chips as early as next week, following the Lunar New Year holiday, for use in graphics processing units (GPUs) made by Nvidia. NVIDIA's GPUs are widely used in generative AI systems.
Currently, the global high-bandwidth memory market is dominated by the fifth-generation HBM3E chips. However, industry insiders expect HBM4 to become the key technology. NVIDIA plans to adopt HBM4 chips in its next-generation artificial intelligence accelerator, Vera Rubin.
It is reported that Samsung has passed Nvidia's quality certification process and secured purchase orders, noting that the production schedule was finalized to align with Nvidia's launch plans for Vera Rubin.