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To: BeenRetired who wrote (42691)	12/16/2025 10:32:13 AM
From: BeenRetired	1 Recommendation Recommended By Sam Respond to of 42735

SK hynix, Samsung Reportedly Deliver Paid HBM4 Samples to NVIDIA Ahead of 1Q26 Contracts 2025-12-16 News Please note that this article cites information from SeDaily, Chosun Ilbo, and Chosun Biz. As the HBM4 race accelerates, attention is turning to which supplier will secure the largest share of NVIDIA’s next-generation Rubin AI accelerator. According to SeDaily, both Samsung Electronics and SK hynix have begun delivering paid final HBM4 samples to NVIDIA—moving beyond free prototypes and signaling entry into a pre-contract, commercially driven phase of supply. SeDaily explains that paid sample deliveries typically signal that performance is nearing customer specifications and that negotiations have entered a pre-contract stage. The report further notes that the final remaining hurdle is quality qualification, with the industry expecting volumes and pricing to be locked in during the first quarter of 2026. TrendForce adds that a definitive outcome will only become clear in the mid-to-late part of the quarter, once contracts are formally finalized. Samsung Bounces Back According to SeDaily, SK hynix confirmed in its third-quarter earnings call that its HBM4 mass-production system is in place. Citing industry sources, the report says redesign rumors are unfounded, and SK hynix is now handling minor performance tweaks. Shipments are set to start in Q4, with a full sales ramp planned for next year, the report adds. According to The Chosun Ilbo, the memory giant is currently supplying approximately 20,000 to 30,000 final HBM4 samples to NVIDIA as part of final testing and validation ahead of broader production. On the other hand, Samsung appears to be bouncing back from HBM3e setbacks. SeDaily reports that its HBM4 supply talks with NVIDIA are nearing completion, positioning the company as the likely second-largest supplier after SK hynix. Paid HBM4 samples have already been delivered and are reportedly undergoing quality checks in NVIDIA’s Rubin accelerator. Leveraging its in-house 4nm foundry process and DRAM technology a generation ahead of competitors, Samsung is reportedly gaining positive feedback from other potential customers. Chosun Biz reported in early December that the company is supplying HBM to Broadcom, with its sixth-generation HBM4 reportedly surpassing Broadcom’s initial performance targets in testing. Meanwhile, SeDaily reports that Micron has met NVIDIA’s HBM4 specifications and delivered final customer samples (CS), but the company is expected to remain the third-ranked supplier behind SK hynix and Samsung Electronics. More details may emerge when Micron releases its earnings results on December 17. Read more [News] Samsung HBM4 Reportedly Beats Expectations in Broadcom Test, Set to Lead 2026 Google TPU Supply (Photo credit: SK hynix)

To: BeenRetired who wrote (42691)	12/16/2025 10:40:00 AM
From: BeenRetired	1 Recommendation Recommended By Tobias Ekman Read Replies (1) \| Respond to of 42735

Samsung HBM4 Reportedly Beats Expectations in Broadcom Test, Set to Lead 2026 Google TPU Supply 2025-12-03 Please note that this article cites information from Chosun Biz and E-Science. Google’s TPU is gaining traction as a strong alternative to NVIDIA, and Samsung is emerging as a beneficiary of the growing ASIC trend. According to Chosun Biz, Samsung Electronics is supplying HBM to Broadcom, the world’s largest ASIC design company, and its sixth-generation HBM (HBM4) has reportedly surpassed Broadcom’s initial performance targets in testing. Sources cited in the report note that Samsung’s HBM4, expected to go into full supply in 2026, has outperformed its early performance targets in Broadcom’s evaluations. After falling behind SK hynix in prior years, Samsung has attempted to differentiate its HBM4 offering by enhancing both its DRAM and logic die technologies. Thus far, the broader semiconductor industry has offered largely favorable assessments, the report adds. Samsung is currently supplying its fifth-generation HBM3E, primarily 8-high stacks, for Google’s TPUs via Broadcom, the report notes. The company has offered larger volumes at lower prices than SK hynix, and its products have cleared quality tests without major issues, helping it steadily expand its share. Samsung’s Growing Momentum in Google’s TPU Supply Chain The report also indicates that Samsung is positioned to strengthen its foothold in 2026 as demand for Google’s TPUs increases. An industry expert cited in the report notes that Google’s seventh-generation TPU this year uses fifth-generation HBM3E, while the eighth-generation model slated for 2026 will shift to HBM4, and Samsung is expected to supply more than twice as much volume to Google in 2026 compared with 2025. Industry estimates suggest that Samsung and SK hynix supplied Google with comparable HBM volumes this year, and some analysts believe Samsung may even hold a small lead. As the report underscores, there is growing speculation that Samsung could overtake SK hynix in 2026. Samsung Poised to Leverage Flexible Capacity Amid Shifting Market Structure Another factor that could give Samsung an advantage in 2026’s supply is its ability to scale production more flexibly. According to the report, Samsung is thought to have multiple expansion options, including new lines at its Pyeongtaek campus, enabling it to deliver substantially higher volumes. In contrast, SK hynix is already the primary HBM supplier to NVIDIA and other major Big Tech firms, leaving limited capacity for additional output in the near term. As E-Science points out, within the TPU ecosystem, Samsung Electronics and SK hynix are poised to establish a “two-way system” anchored by their substantial production capabilities, whereas U.S. manufacturer Micron is trailing its competitors. Read more [News] Samsung Reportedly Supplies 60%+ of Google TPU HBM3E, Set to Remain Primary Supplier in 2026 [News] Meta Reportedly Weighs Google TPU Deployment in 2027, Boosting Broadcom, Taiwan’s GUC (Photo credit: Google)