After changing its requirements for high-bandwidth memory chips, Nvidia is close to certifying a new source for supplies.
Nvidia changed its requirements for suppliers of the next generation of high-bandwidth memory, HBM4, but is close to certifying revised chips from Samsung Electronics for use in its AI systems, according to reports.
Nvidia revised its specifications for memory chips for its Rubin platform in the third quarter of 2025, semiconductor market analyst TrendForce reported earlier this month. It said Samsung’s early design choices made it easier for it to meet the new specification, meaning it would likely beat rival suppliers SK Hynix and Micron in the race to deliver chips for Rubin.
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Those Samsung chips are close to receiving Nvidia’s final approval, Bloomberg reported Monday, although it said the exact shipment date is not yet known. No Samsung representative was available for comment, according to Bloomberg.
More broadly, Samsung is trailing behind SK Hynix when it comes to rolling out chips to meet the high demand for Nvidia’s earlier generations of technology, driven by the boom in AI implementations.
The industry is already struggling with the shortage of AI chips, which has led to a corresponding rise in chip prices. Analysts are warning that some prices are set to double in the coming year.
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