Overview
- Industry reports say Samsung passed final HBM4 qualification with Nvidia and AMD and plans mass production in February.
- Nvidia has stated its Vera Rubin platform is in full production and is slated to pair with HBM4 later this year.
- Testing cited by Korean media indicates Samsung’s HBM4 reached roughly 10.7–11.7 Gbps, meeting the 10 Gbps threshold reportedly required by key customers.
- SK hynix has reportedly secured about 70% of Nvidia’s HBM4 orders for 2026 and is preparing wafer starts at its new M15X fab next month, while sources also name it the sole HBM3E supplier for Microsoft’s Maia 200.
- Micron’s 2026 HBM supply is reported as sold out, and some coverage suggests Samsung’s February output could support Rubin demonstrations at Nvidia’s GTC in March.