Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

Digitimes
By Elaine ChenNov 18, 2025, 1:52 am119 pts
South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined with projections that SK Hynix will sell out its memory…

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