A report from a Korean media claims that Samsung was ousted from Nvidia HBM4 supply in the early stage. The company has just secured a long-overdue approval for HBM3E from Nvidia, but the new rumor claims different.

NewsTopKorea article (now deleted) claimed the HBM4 samples supplied by Samsung have been rejected in the qualification test by Nvidia. However, analyst Jukan confirmed with his sources and reported on X that the rumor was fake.

Besides HBM4, the report also stated that Nvidia didn’t award supply volumes to Samsung for HBM3E chips despite quality certification. Similar to HBM4, the HBM3E supply rejection also seems to be a baseless information.

• Samsung moves to mass production of HBM3E 12-layer chips for NVIDIA

The next-gen Nvidia AI accelerators will utilize HBM4, a major leap over HBM3E. The company requires even faster high-bandwidth memories for its AI accelerators, and HBM4 will be the next trending solution in the AI era.

Back in September, Samsung’s reportedly sent HBM4 chip samples to Nvidia. The qualification assessment might still be underway, and the Korean tech giant may eventually turn things in its favor, given foundry improvements.

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