Samsung increases HBM4 supply to NVIDIA amid AI demand surge
Samsung is becoming a leader in making advanced memory chips for artificial intelligence (AI), mainly with its new HBM4 technology. At the GTC 2026 event, Samsung said it will supply a large number of these chips to NVIDIA.
These HBM4 chips are very fast and can reach speeds of 13Gbps, which is higher than what NVIDIA actually needs. Samsung also shared that all of its HBM4 chips are high-performance, giving it a strong advantage in the market.
A big reason for Samsungβs success is a part called the base die. This is like the brain of the chip, as it controls both speed and power usage. Samsung uses a modern 4nm process to make this part, which helps the chip run faster while using less power.
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It also improves stability, so the chip can work smoothly even during heavy tasks. This is important because AI systems need strong performance but must also control heat and energy use.
Samsung is also preparing for the future. It is working on the next version called HBM4E, which is expected to be even faster, reaching 16Gbps. This is about 23% faster than the current HBM4 chips, but it will still use the same amount of power. This means better performance without extra energy use.
In the coming years, Samsung plans to use an even more advanced 2nm process to make its chips even better. Samsung is focusing on speed, efficiency, and large production, which is helping it stay ahead in the fast-growing AI chip market.
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