Overview
- Nvidia says it has delivered about 260,000 Blackwell GPUs to Korean companies and targets roughly 300,000 cumulatively over the next several years.
- Samsung reports its high‑bandwidth memory capacity for next year is fully booked and says it is considering expanding HBM production lines.
- Samsung indicates HBM3E sales are expanding to all customers, which industry watchers interpret as supply to Nvidia, though the company declined to confirm certification.
- SK Hynix unveils a roadmap calling for 16‑high HBM4 between 2026 and 2028 and HBM5(E) in 2029–2031, including plans for customized HBM with logic moved onto the base die.
- Nvidia CEO Jensen Huang urges Korea to accelerate AI infrastructure build‑out and highlights work validating Rubin chips and a new NVLink72 design that links up to 144 GPUs in one system.