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Home Tech Semiconductors

Samsung set to become Nvidia's leading HBM4 supplier as Micron stumbles

Jessica Tsai, Taipei; Elaine Chen, DIGITIMES Asia Tuesday 18 November 2025 0

Credit: AFP

South Korea's KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia's supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined...

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