Samsung Plans HBM4 Production for Nvidia's AI Chips in Early 2024.
ByAinvest
Friday, Dec 26, 2025 8:24 am ET1min read
NVDA--
Samsung Electronics shares rose 5% after reports said the company plans to begin mass production of its next-generation HBM4 memory chips in February. The chips are designed for AI accelerators and data center processors and are intended for Nvidia's next-generation AI platform, Rubin. Rival SK Hynix also plans to begin HBM4 production around the same time, with shares rising 2%. Analysts are constructive on Samsung's memory business due to recovering pricing and rising AI infrastructure spending demand.
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