Archive · 26 Jan 2026
Samsung to Start HBM4 Chip Production for Nvidia
Samsung is going to start making a new kind of memory chip called HBM4 next month.
These chips are really important for AI computers, and they will be sent to a company called Nvidia.
Samsung is trying to catch up with another company, SK Hynix, which is currently ahead in making these special chips.
Both companies will talk about how they are doing in their upcoming reports.
Nvidia is also making new computer chips that will use these HBM4 chips.
Samsung's stock price went up a little bit, but SK Hynix's stock price went down.
Samsung plans to start production of HBM4 chips in February 2024 for Nvidia.
Samsung is trying to catch up with SK Hynix in the AI memory chip market.
Samsung shares climbed 2.2% while SK Hynix shares were down 2.9% in morning trade.
Both Samsung and SK Hynix are set to announce their fourth-quarter earnings on Thursday.
Nvidia's next-generation chips, the Vera Rubin platform, are in full production and will launch later this year.
- Who
- Samsung Electronics Co. and Nvidia Corp.
- What
- Samsung is starting production of HBM4 AI memory chips for Nvidia.
- When
- Production begins in February 2024, with earnings announcements on Thursday.
- Where
- Suwon, South Korea (Samsung's headquarters) and global markets.
- Why
- To catch up with SK Hynix and meet the growing demand for AI memory chips.
- Company
- Samsung Electronics Co.
- Product
- HBM4 AI memory chips
- Customer
- Nvidia Corp.
- Production Start
- February 2024
- Stock Impact
- Samsung shares up 2.2%, SK Hynix shares down 2.9%
- Rivals
- SK Hynix, Micron Technology
- Earnings Announcement
- Thursday (both Samsung and SK Hynix)
- Nvidia's Next-Gen Chips
- Vera Rubin platform, launching later this year
