Nvidia modified its necessities for suppliers of the subsequent technology of high-bandwidth reminiscence, HBM4, however is near certifying revised chips from Samsung Electronics to be used in its AI techniques, in keeping with studies.
Nvidia revised its specs for reminiscence chips for its Rubin platform within the third quarter of 2025, semiconductor market analyst TrendForce reported earlier this month. It mentioned Samsung’s early design decisions made it simpler for it to fulfill the brand new specification, that means it will doubtless beat rival suppliers SK Hynix and Micron within the race to ship chips for Rubin.
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These Samsung chips are near receiving Nvidia’s ultimate approval, Bloomberg reported Monday, though it mentioned the precise cargo date just isn’t but identified. No Samsung consultant was obtainable for remark, in keeping with Bloomberg.
