ACCORDING to Bloomberg News, Samsung Electronics is nearing NVIDIA’s certification for its next-generation High Bandwidth Memory (HBM4), a milestone that could shift the balance of the AI memory market away from its rival SK Hynix. The article notes that Samsung has progressed to the terminal phase of validation, following initial HBM4 samples sent to NVIDIA from Samsung’s Suwon headquarters as early as September last year.
If certification is secured, Samsung would reclaim a central role in the AI supply chain and potentially weaken SK Hynix’s current dominance. HBM4 is described as a watershed moment for the memory industry, with the architecture shifting to logic base dies manufactured on more advanced process nodes such as TSMC’s 12nm or 5nm.
The piece also stresses that certification is only the first hurdle, with sustainable yield rates and mass production capabilities remaining crucial, and suggests the first half of 2026 will be a decisive period.