Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
Bloomberg Yoolim Lee
Related Coverage
- Samsung Claims to Be First to Ship New Memory Chips. What It Means for Micron. Barron's Online · Adam Clark
- Samsung ships latest HBM4 chips to catch-up in AI race Reuters · Hyunjoo Jin
- Samsung races ahead of SK hynix with HBM4 rollout to Nvidia Korea Joongang Daily · Lee Jae-Lim
- Micron's stock pops. Here's what an executive just said to calm nervous investors. MarketWatch · Britney Nguyen
- Samsung Begins Shipments of HBM4 Products Dow Jones Newswires · Kwanwoo Jun
- Samsung leverages HBM4 performance to reclaim AI lead over SK hynix English News · Chosunbiz
- Samsung Plants the HBM4 Flag First... World's First Mass Production Shipments to Nvidia The Asia Business Daily · Park Joonyi
- Micron Stock Jumps Following Reassurance on HBM4 and AI Demand Growth Blockonomi · Maxwell Mutuma
- Samsung Ships Industry-First Commercial HBM4 With Ultimate Performance for AI Computing Samsung Newsroom
- HBM4 first-mover fog: Samsung and Micron duel for supremacy amid Nvidia supply tension DigiTimes
- Samsung begins HBM4 mass production and customer shipments up to 3.3 TB/s per stack VideoCardz.com
- Samsung Electronics says it has shipped HBM4 chips to customers Reuters
- Samsung Announces HBM4 Mass Production and Shipments SammyGuru · Binay Konwar
- Samsung Stock Jumps 7.6% on First HBM4 Chip Shipments Blockonomi · Trader Edge
- Micron's stock pops. Here's what an executive said to calm nervous investors. Dow Jones Newswires · Britney Nguyen
- Why Did Micron Stock Pop Again Today? Motley Fool · Rich Smith
- Samsung Moves to Close Gap With SK Hynix, Micron Through HBM4 Launch Techstrong IT · James Maguire
- Samsung ships priciest AI memory Nvidia ever ordered as HBM4 exceeds key specifications Notebookcheck · Daniel Zlatev
- Prediction: This Artificial Intelligence (AI) Stock Will Outperform Nvidia in 2026 Motley Fool · Harsh Chauhan
- Is Micron Technology Stock the Next Nvidia? Motley Fool · Will Ebiefung
Discussion
-
@techfund1
@techfund1
on x
$MU: “HBM4 shipments have started. Capacity is ramping well. HBM4 delivers over 11 gigabits per second speeds.” [image]
-
@hedgedworld
@hedgedworld
on x
TLDR: Memory 3 major, HBM4 concerns, China concerns, capex concerns all irrelevant as long as Al stays robust. (comments by MS) It has been reported that the production capacity of Changshin Memory Technology (CXMT) peaked in the fourth quarter of last year and is now facing
-
@jukan05
Jukan
on x
Micron Actively Refutes HBM4 Disqualification Rumors [Samsung Securities Semiconductor, IT / Jong-wook Lee] Micron held a conference call to address the HBM4 disqualification controversy, and its stock rose 10%. How should we interpret this? 1. What Micron Said 1.Guidance:
-
@trendforce
@trendforce
on x
#Micron firmly rejected reports of zero market share, confirming HBM4 shipments are underway and ramping in 1Q.
-
@ns123abc
Nik
on x
NEWS: Samsung claims FIRST commercial shipment of HBM4 (to power NVIDIA vera rubin) btfo'd SK Hynix and Micron to market CTO: “You can see this as us returning to our original state.” stock jumped 7.6% Jensen WINNING [image]