TLDR
- Samsung Electronics is set to supply Nvidia with next-generation HBM4 memory chips starting in February 2026
- The company entered final qualification phase with Nvidia after submitting initial samples in September
- Micron Technology’s HBM supply for 2026 is already sold out and analysts expect it to maintain low-20% market share
- Tight supply across Samsung, SK Hynix, and Micron means limited market share shifts despite Samsung’s progress
- Micron is projected to nearly quadruple its HBM revenue by 2027, reaching approximately $20 billion
Samsung Electronics is preparing to begin mass production of HBM4 memory chips in February 2026. The South Korean tech giant has entered the final qualification phase with Nvidia after providing initial samples in September.
Samsung HBM4 memory has passed final verifications and will begin full-scale shipments next month
Samsung is the first company to supply next generation HBM memory to Nvidia and AMD pic.twitter.com/6lxeCyMMT1
— Anthony (@TheGalox_) January 25, 2026
A Samsung representative declined to comment on the production timeline. Nvidia also declined to comment on the report.
The company is ready to ship the chips soon, though exact delivery timing remains unclear. Samsung’s stock gained as much as 3.2% in Seoul trading on Monday before pulling back.
HBM chips are crucial components for the latest artificial intelligence processors. These high-bandwidth memory chips enable AI accelerators to process large amounts of data quickly.
Samsung currently trails behind SK Hynix and Micron Technology in the AI memory market. SK Hynix has been Nvidia’s primary supplier for the most advanced memory chips used in top-tier AI accelerators.
The three leading memory chip manufacturers have gained roughly $900 billion in combined market value since early September. This growth reflects surging demand for AI-related components.
Impact on Micron Technology’s Position
Micron Technology faces competition from Samsung’s entry into Nvidia’s supply chain. However, analysts say the development may not hurt Micron’s sales.
William Blair analyst Sebastien Naji initiated coverage on Micron with an Outperform rating. He noted that Micron’s 2026 supply is already sold out.
AI processor makers are buying as many HBM chips as they can obtain. This strong demand means all three vendors face tight supply conditions.
Naji expects Micron to maintain a market share in the low-20% range for 2026 and 2027. The analyst argues that tight supply across all vendors will limit major market share shifts.
Micron’s HBM revenue is expected to nearly quadruple over the next two years. The company is projected to capture a roughly $20 billion revenue opportunity in 2027.
HBM chips carry higher profit margins than typical memory components. This has been a major driver for Micron’s stock price, which has more than quadrupled in the past 12 months.
Samsung and SK Hynix are scheduled to hold earnings calls on Thursday. Both companies are expected to discuss progress on their HBM4 chip development.
The Korea Economic Daily reported Samsung plans to begin HBM4 shipments to both Nvidia and Advanced Micro Devices next month. Investor hopes are rising that Samsung can supply components for Nvidia’s upcoming Rubin processors.
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