Samsung Poised to Lead NVIDIA’s Vera Rubin AI Push with HBM4 Memory
TL;DR Summary
Samsung is set to supply HBM4 memory for NVIDIA’s Vera Rubin AI servers, with shipments expected as early as June and customer deliveries starting in August. Samsung’s HBM4 delivers 11 Gbps+ pin speeds using a 4nm logic base die from its own foundry, giving it a supply advantage over rivals and signaling a strong comeback in high-end memory for Vera Rubin, which will be showcased at GTC 2026.
- Samsung Set to Be Among the First to Feature HBM4 in NVIDIA’s Vera Rubin AI Lineup, Having Reportedly Passed All Verification Stages Wccftech
- Samsung Nears Nvidia’s Approval for Key HBM4 AI Memory Chips Yahoo Finance
- Samsung to start production of HBM4 chips next month for Nvidia supply, source says Reuters
- Samsung nears Nvidia certification for HBM4 AI memory - report (NASDAQ:NVDA) Seeking Alpha
- Nvidia is still working with suppliers on RAM chips for Rubin Network World
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