Samsung in discussion with Nvidia to supply its next-generation HBM4 chips

Signaling a major strategic move in the global race to power artificial intelligence infrastructure, Samsung Electronics confirmed that it is in “close discussion” with Nvidia to supply its next-generation HBM4 (High Bandwidth Memory) chips. As reported by Reuters, the announcement was made during the Asia-Pacific Economic Cooperation (APEC) CEO Summit in Gyeongju, where Samsung and Nvidia executives shared the stage to highlight deepening tech collaboration.

Samsung’s potential deal with Nvidia could help the South Korean tech giant close the gap with rival SK Hynix, which currently leads the market in supplying HBM chips to Nvidia.

HBM4 chips are critical components in advanced AI processors, offering ultra-fast memory bandwidth essential for training large language models and powering generative AI applications.

Further, Samsung plans to begin marketing its HBM4 chips in 2026. The company is also building an AI-powered semiconductor factory equipped with 50,000 Nvidia GPUs, further cementing its commitment to AI-driven manufacturing and chip design.

“In addition to our ongoing collaborations, Samsung and Nvidia are also working together on HBM4,” the company said in a statement.

The chips are expected to be used in Nvidia’s next-generation Blackwell GPUs, which are being deployed across South Korea’s AI infrastructure initiatives.

Nvidia has recently announced partnerships with several South Korean firms including Samsung, SK Group, and Hyundai Motor Group, and has confirmed that it is in “key supply collaboration for HBM3E and HBM4.”