Samsung Electronics (SSNLF) is nearing Nvidia (NVDA) certification for its HBM4 AI memory chips, a crucial step in its push to challenge industry leaders SK Hynix (HXSC.F) and Micron Technology (MU), cited by Bloomberg.
The Suwon, South Korea–based company has moved into the final qualification stage with Nvidia after supplying initial samples in September, people familiar with the matter said. The company plans to start mass production of HBM4 chips in February, paving the way for shipments soon after, though timing has yet to be finalized.
Samsung shares pared earlier gains to trade flat on the Korean exchange after rising as much as 3.2%, while SK Hynix shares were down 2.6%.
Investors are increasingly hopeful that Samsung will secure a spot alongside rivals as a supplier for Nvidia’s upcoming Rubin processors.
AI memory chip prices, or RAM, are expected to rise more than 50% this quarter compared to the last quarter of 2025 as global demand is set to outstrip supply.