# Vera Rubin

Samsung’s HBM4 Push Could Reset the High‑Bandwidth Memory Race — and Tighten Supply for AI Chips

Samsung plans to begin HBM4 production in February and has passed validation for Nvidia and AMD, signalling a sharper contest with SK Hynix for AI‑grade memory. The move could ease supply constraints for next‑generation GPUs, affect pricing and market share, and has contributed to a notable re‑rating of Samsung’s financial outlook.