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Technology Stocks : ASML Holding NV
ASML 1,454+2.9%Jan 27 3:59 PM EST
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From: BeenRetired1/27/2026 9:00:59 AM
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Samsung to start shipping Nvidia HBM4?

Samsung is ready to begin producing new high-bandwidth memory chips—named HBM4—next month and start shipping them to Nvidia, Reuters reported, citing a person familiar with the matter.

However, Samsung’s progress in meeting requirements for Nvidia doesn’t necessarily mean a loss of sales for Micron, with AI processor makers buying as many HBM chips as they can get their hands on.

“While exact share for HBM4 will be decided in 2026, tight supply across all three vendors [Samsung, Micron and SK Hynix] is likely to limit significant share shift,” William Blair analyst Sebastien Naji wrote in a recent research note initiating coverage on Micron with an Outperform rating.

Naji noted that Micron’s supply for 2026 is already sold out and it should be able to maintain a HBM market share in the low-20% range in 2026 and 2027. He argued that Micron is set to nearly quadruple its HBM revenue over the next two years, capturing a roughly $20 billion revenue opportunity in 2027.

Micron CEO Sanjay Mehrotra told analysts in the company’s most recent earnings call that the company was set to ramp up its own HBM4 production in the second quarter of 2026.

Samsung wins memory chip deal with Nvidia, report says. Why Micron stock is dropping.
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