Overview
- Nvidia’s review of system-in-package testing reportedly found Samsung’s HBM4 delivered the strongest results on speed and power efficiency.
- Company representatives were said to have requested larger-than-expected volumes from Samsung, yet no final qualification or contract has been confirmed.
- SK hynix is still regarded as Nvidia’s primary HBM supplier after completing HBM4 mass-production preparations in September and supplying paid samples for months.
- Industry reporting points to formal supply agreements and allocation decisions in early 2026, with volume deliveries later in the year ahead of Rubin’s planned Q3 2026 launch.
- Market trackers say Samsung reclaimed the No. 2 HBM revenue share in Q3 2025 at about 22 percent, and the company declined to comment on customer testing.