Samsung Electronics and SK Hynix have reportedly been chosen as the exclusive suppliers of sixth-generation high-bandwidth memory (HBM4) for Nvidia’s upcoming flagship AI accelerator, Vera Rubin. The Korea Economic Daily reported the development on Monday, citing sources familiar with the industry.
The decision strengthens the position of the two South Korean semiconductor giants in the fast-growing market for advanced AI hardware. Demand for high-bandwidth memory continues to rise rapidly as artificial intelligence processors become more powerful and require faster data transfer speeds to support complex workloads.
By securing the HBM4 supply for Nvidia’s next-generation AI platform, Samsung and SK Hynix gain a significant competitive edge in the global memory market. High-bandwidth memory is a critical component for AI accelerators, enabling the massive data throughput needed for machine learning, generative AI, and data-center computing.
The report also noted that the move effectively leaves U.S. memory manufacturer Micron Technology out of the supply chain for Nvidia’s upcoming Vera Rubin architecture, highlighting the intense competition among global chipmakers to dominate the AI memory segment.
