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Nvidia (NVDA) Gains Flexibility as Samsung Joins HBM4 Supply Chain, Pressures Micron Margins

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The Story

News Summary

  • Samsung plans to begin HBM4 memory production soon for Nvidia, introducing competition to Micron and potentially impacting pricing and supply negotiation dynamics in Nvidia's AI hardware ecosystem.
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NVDA price history

219.34 +22.20% over the displayed period

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