{"id":430207,"date":"2026-01-26T04:54:07","date_gmt":"2026-01-26T04:54:07","guid":{"rendered":"https:\/\/www.newsbeep.com\/us\/430207\/"},"modified":"2026-01-26T04:54:07","modified_gmt":"2026-01-26T04:54:07","slug":"samsung-to-start-production-of-hbm4-chips-next-month-for-nvidia-supply-source-says","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us\/430207\/","title":{"rendered":"Samsung to start production of HBM4 chips next month for Nvidia supply, source says"},"content":{"rendered":"

SEOUL, Jan 26 (Reuters) – Samsung Electronics (005930.KS), opens new tab<\/a> plans to start production of its next-generation high-bandwidth memory (HBM) chips, or HBM4, \u200bnext month and supply them to Nvidia (NVDA.O), opens new tab<\/a>, a person familiar \u200cwith the matter told Reuters on Monday.Samsung has been trying to catch up with cross-town rival SK Hynix (000660.KS), opens new tab<\/a>, a primary supplier for advanced memory chips crucial for Nvidia’s AI accelerators, after supply delays had hit \u200cits earnings and share prices earlier last year.<\/p>\n

Sign up here.<\/a><\/p>\n

Samsung shares climbed \u200b2.2% while rival Hynix shares were down 2.9% in morning trade.<\/p>\n

The person declined to give details such as how many chips it \u200dplans to supply to Nvidia.<\/p>\n

A Samsung spokesperson declined to comment, while Nvidia was not immediately available for comment.<\/p>\n

South Korean newspaper Korea Economic Daily reported on Monday \u2060that Samsung passed HBM4 qualification tests for Nvidia and AMD (AMD.O), opens new tab<\/a> and \u200dwill start shipping to Nvidia next month, citing chip industry sources.SK Hynix said<\/a> in \u200cOctober \u200cit has completed HBM supply talks with major customers for next year.SK Hynix plans to begin deploying silicon wafers next month into a new fab, M15X, in Cheongju, South Korea, to produce HBM chips, \u2060an executive at \u2060the company told<\/a> Reuters \u200bearlier this month, without elaborating on whether HBM4 will be part of the initial production.<\/p>\n

Both Samsung and SK Hynix are set to announce their fourth-quarter \u200dearnings on Thursday when they are expected to share details of HBM4 orders.<\/p>\n

Nvidia CEO Jensen Huang said<\/a> early this month that the company\u2019s next-generation chips, the Vera \u200bRubin platform, is in \u201cfull production,\u201d as the \u200dU.S. company prepares to launch the chips, to be paired with HBM4 chips, later \u200bthis year.<\/p>\n

Reporting by Hyunjoo Jin; Editing by Jamie Freed and Shri Navaratnam<\/p>\n

Our Standards: The Thomson Reuters Trust Principles., opens new tab<\/a><\/p>\n

Purchase Licensing Rights<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"SEOUL, Jan 26 (Reuters) – Samsung Electronics (005930.KS), opens new tab plans to start production of its next-generation…\n","protected":false},"author":2,"featured_media":430208,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[27],"tags":[182548,184321,3995,184327,28,10211,184747,183332,182530,184755,182540,182539,183091,184329,184325,91202,184756,184328,182531,5968,184753,184366,182549,183076,184748,184749,183078,184319,204221,7618,155973,184381,172,183339,26311,182551,182550,25],"class_list":["post-430207","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-amers","tag-arti","tag-asia","tag-asxpac","tag-business","tag-chip","tag-chip1","tag-cmpelc","tag-cmpny","tag-coms08","tag-destocabsm","tag-destousbsm","tag-destoustcm","tag-destseabs","tag-easia","tag-elc","tag-elco08","tag-emrg","tag-gen","tag-hot","tag-kr","tag-mtpix","tag-namer","tag-news1","tag-phne","tag-phne1","tag-publ","tag-rulesmagnificent-seven","tag-rulesmarkets-nvidia","tag-sci","tag-semi","tag-stx","tag-tech","tag-teeq","tag-tmt","tag-topcmb","tag-topnws","tag-us"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/430207","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/comments?post=430207"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/posts\/430207\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media\/430208"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/media?parent=430207"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/categories?post=430207"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us\/wp-json\/wp\/v2\/tags?post=430207"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}