Samsung Electronics (KS:005930) and SK Hynix (KS:000660) have been selected as the sole suppliers of sixth-generation high-bandwidth memory (HBM4) for Nvidia’s (NASDAQ:NVDA) next flagship AI accelerator, Vera Rubin, the Korea Economic Daily reported on Monday, citing industry officials.
The decision gives South Korea’s two memory chipmakers a fresh advantage in the race to supply premium AI components, as demand for high-bandwidth memory continues to surge alongside advanced AI processors.
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According to the report, the move sidelines U.S. memory rival Micron Technology (NASDAQ:MU) from the upcoming product cycle.
