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Samsung will supply Nvidia with next-gen HBM4 memory chips, posing limited threat to Micron amid strong AI-driven demand and constrained supply across vendors through 2026-27.
Nvidia reports very strong demand for its Blackwell chips amid an AI-driven semiconductor super cycle, with key partners like TSMC and Samsung enhancing chip supply and investments.
Samsung is negotiating to supply Nvidia with next-gen HBM4 memory chips, aiming to boost Samsung’s AI chip market share and enhance Nvidia’s supply chain amid competition with SK Hynix.