By Khac Phu Nguyen
Publication Date: 2026-01-26 11:57:00
This article first appeared on GuruFocus.
Samsung Electronics Co. (SSNLF) is edging closer to a potential breakthrough in advanced AI memory, as the company moves into the final certification stage with Nvidia Corp. (NASDAQ:NVDA) for its latest HBM4 chip. People familiar with the situation said Samsung delivered its initial samples to Nvidia in September and has since entered the final qualification phase, a development that could gradually narrow the gap with market leader SK Hynix Inc.. Nvidia relies heavily on high-bandwidth memory to support its AI accelerators, making supplier approval a critical step for any company seeking deeper exposure to the AI hardware cycle.
The people said Samsung is preparing for mass production of HBM4 in February and expects to be ready to ship soon, though the exact timing remains uncertain. Samsung’s shares rose as much as 3.2% in Seoul before paring gains, while SK Hynix (HXSCL) shares declined by a similar amount. Samsung declined to comment. While Samsung currently trails SK Hynix and Micron Technology Inc. (NASDAQ:MU) in cutting-edge AI memory, all three companies have benefited from surging investor interest as AI-driven demand has contributed to a broader shortage of memory across the electronics industry, adding roughly $900 billion in combined market value since early September.
Investor attention is now shifting to whether Samsung could join its rivals in supplying memory for…
