October 31, 2025

Samsung Electronics is buzzing with excitement as it revealed on Friday that it is in "close discussion" to supply its shiny new high-bandwidth memory chips, known as HBM4, to tech giant Nvidia. This move comes as Samsung hurries to catch up in the sizzling AI chip race. The South Korean champion plans to launch the new chip next year but didn’t say exactly when shipments will start. This chip is a crucial piece in making powerful AI chipsets. Meanwhile, local rival SK Hynix is not sitting still. Just this Wednesday, SK Hynix announced it aims to begin shipping its cutting-edge HBM4 chips in the fourth quarter and will expand sales next year. Nvidia also chimed in with a statement about working with Samsung and other Korean companies, saying it is in "key supply collaboration for HBM3E and HBM4" but kept details quiet. Samsung has been a bit slow to cash in on the AI memory chip boom, which caused weaker profits and even a reshuffle of its chip division last year. But things are looking up - its earnings bounced back this quarter, thanks to steady demand for regular memory chips. Plus, Samsung recently revealed it is selling its current HBM3E chips to "all related customers," signaling it is now joining the top players in supplying these latest 12-layer HBM3E chips to Nvidia. The big test is coming: launching HBM4 chips will show whether Samsung can reclaim its top spot in this hot market. For those new to the tech, HBM (High-Bandwidth Memory) is a special type of DRAM that stacks memory chips vertically to save space and cut power use. This clever design helps handle the huge amount of data from complicated AI tasks. With Samsung stepping up its game, the world watches eagerly to see if it can leap ahead in the thrilling AI memory chip showdown.

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Tags: Samsung, Nvidia, Hbm4, Ai chips, Memory chips, Sk hynix,