Problemløsning

January 29, 2026, 5:10 PM EST. Samsung Electronics is nearing final certification from Nvidia for its HBM4 memory, Bloomberg reported, with samples delivered and a last-stage qualification under way. Sources say mass production could begin as early as February and shipments could follow soon after, pending Nvidia approval. The signoff would mark a meaningful step for Samsung in AI memory, potentially narrowing the gap with rivals SK Hynix and Micron Technology, which currently lead. Nvidia's blessing acts as a gatekeeper for AI memory suppliers, and HBM4 would position Samsung to supply future Nvidia Rubin processors. With AI memory prices expected to rise more than 50% this quarter as demand outruns supply, timing matters for Samsung and its investors.