TLDR
- NVIDIA CEO Jensen Huang confirmed Samsung, SK Hynix, and Micron have all been certified to supply HBM4 memory for the Vera Rubin AI accelerator platform.
- Vera Rubin is now in full production, with deliveries expected in Q3 2026, and promises 10x agent throughput compared to the Grace Blackwell platform.
- SK Hynix is estimated to hold 60–70% of HBM4 volume for Vera Rubin, with Samsung at 25–30% and Micron taking the remainder.
- Despite the positive news, Micron stock dropped 7.7% on June 5, pulled down by broader tech weakness following a hot jobs report and Broadcom’s earnings.
- Huang made the announcement during a South Korea visit, where he also met with leaders of SK, Samsung, LG, Hyundai, and Naver to discuss supply and AI partnerships.
NVIDIA CEO Jensen Huang confirmed on June 5, 2026 that all three major memory manufacturers — Samsung, SK Hynix, and Micron — have passed certification to supply HBM4 high-bandwidth memory for the company’s Vera Rubin AI accelerator platform.
NVDA was trading at $218.66, up 1.82% on the day, while Micron (MU) slid 7.74%.
Huang made the announcement upon arriving in Seoul, telling reporters: “All three vendors have been qualified. All three vendors are in production, and they’re all racing to support Vera Rubin.”
Vera Rubin is the successor to NVIDIA’s Grace Blackwell GPU architecture. It entered full production following Huang’s announcement at the GTC Taipei keynote on June 1, 2026, and NVIDIA says it delivers 10x agent throughput compared to Grace Blackwell.
“Agentic AI is a new kind of workload,” Huang said. “One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation. Vera Rubin was built for this moment.”
Deliveries of the new platform are expected to begin in Q3 2026. Each Vera Rubin server system pairs NVIDIA’s Vera central processing units with Rubin graphics cores and terabytes of HBM4 memory.
This marks the first time Huang has publicly confirmed all three memory suppliers have cleared the bar for the new platform, ending months of supply-chain speculation.
How HBM4 Volume Is Expected to Be Split
While NVIDIA has not disclosed official allocation numbers, supply-chain analysts estimate SK Hynix will account for 60–70% of Vera Rubin’s HBM4 volume. Samsung is expected to take roughly 25–30%, with Micron supplying the remainder.
SK Hynix entered the qualification process ahead of the competition. Samsung began HBM4 mass production in February 2026. Huang publicly urged SK Hynix on June 2 to ramp up production further, noting that global semiconductor supply remains tight.
NVIDIA is also opening a new research and development center in South Korea, and is actively recruiting for the facility.
Micron Drops Despite Certification News
The positive supply announcement did little to help Micron. MU fell 7.74% on June 5, dragged down by broader tech sector weakness following a stronger-than-expected U.S. jobs report, which rattled rate-sensitive tech positions.
The selloff also came in the wake of Broadcom’s earnings results on Wednesday evening, which appeared to dampen overall AI-sector sentiment.
During his Seoul visit, Huang met with the chairs of SK Group, Samsung, LG Group, Hyundai Motor Group, and Naver to discuss supply ramp commitments and physical AI partnerships.
NVIDIA confirmed it has meetings scheduled with all major South Korean technology and industrial groups as it works to scale Vera Rubin deployments globally.
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