Samsung Pursues HBM4E Deal With Nvidia as Memory Competition Heats Up

Nvidia CEO Jensen Huang confirmed on June 08 that Samsung, SK Hynix, and Micron all qualified for HBM4 production. Samsung is now in substantial discussions with Nvidia on next-generation memory chips HBM4E and HBM5, plus foundry cooperation for autonomous driving chips. This positions Samsung to compete directly for Nvidia’s growing AI infrastructure demand.

Three Chipmakers Qualify for Nvidia’s HBM4 Supply

Nvidia certified Samsung, SK Hynix, and Micron as HBM4 suppliers on June 08. The three companies entered mass production and will supply memory for Nvidia’s Vera Rubin AI platform, which is now in full production with deliveries starting in the third quarter of 2026. Nvidia indicated continued reliance on multiple vendors to secure long-term supply amid ongoing shortages.

Samsung Advances HBM4E Technology and Foundry Talks

Samsung Electronics’ chip division head Jun Young-hyun stated the company held extensive discussions with Nvidia CEO Huang on HBM4E and HBM5 cooperation. Samsung was the first to mass-produce sixth-generation HBM4 in February 2026 and delivered seventh-generation HBM4E 12-layer samples in late May, taking only three months from HBM4 production to HBM4E samples. The two sides also discussed foundry services for autonomous driving chips at 4nm and 8nm nodes.

SK Hynix Secures Multi-Year Nvidia Partnership

SK Hynix signed a multi-year technology partnership with Nvidia to develop advanced memory for AI data centers. Huang stated SK Hynix will remain Nvidia’s largest memory partner and that Nvidia procures billions of dollars annually from the company, with volumes set to grow substantially. The partnership extends beyond memory to include AI infrastructure and applications. Vera Rubin is scheduled for third quarter 2026 deliveries.

Market Reaction and Competitive Positioning

South Korea’s Kospi index plunged over 8% early on June 08, triggering a circuit breaker, but recovered after Nvidia’s partnership announcements. SK Hynix shares narrowed losses to 1.59% by midday trading at 2.037 million won. The HBM4 qualification signals intense competition among Samsung, SK Hynix, and Micron for Nvidia’s expanding AI infrastructure orders. Samsung stock trades at $65.21 USD with a Meyka grade of B+ and a 12-month price target of $47.33, indicating limited upside from current levels.

Final Thoughts

Samsung is positioning itself in Nvidia’s AI memory supply chain through HBM4E development and foundry partnerships. With Meyka rating Samsung B+ and forecasting $47.33 over 12 months, the stock faces headwinds despite strategic positioning in high-bandwidth memory.

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