Nvidia certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply - StreetInsider

On June 5, 2026, NVIDIA CEO Jensen Huang confirmed that Samsung Electronics, SK Hynix, and Micron Technology have all passed certification to supply HBM4 high-bandwidth memory for NVIDIA's next-genera... Read original →

NVIDIA’s full certification of Samsung, SK Hynix, and Micron for HBM4 marks a strategic shift toward end-to-end control of the AI hardware stack. Technically, HBM4’s 3nm EUV-based stacking intensifies pressure on TSV and hybrid bonding yields, making TSMC’s CoWoS capacity the next choke point. Geopolitically, U.S. export controls drive NVIDIA to diversify across Korea and Taiwan, China—but Micron’s U.S. ownership grants it unique supply-chain insurance despite minimal volume. Competitively, AMD and Intel may accelerate in-house HBM integration or partner with Rambus to bypass Samsung’s IP dominance. Over the next 12–24 months, HBM4 yield curves will dictate AI cluster rollout velocity, while SK Hynix’s 60%+ allocation secures pricing leverage, and Samsung leverages early mass production to reclaim DRAM leadership. This isn’t just a memory race—it’s a battle for computational sovereignty.