NuAxiSemiconductor trade intelligence

Recent media reports claiming NVIDIA has exclusively selected Samsung and SK hynix for its HBM4 supply chain—supposedly sidelining Micron—are inaccu...

What happened

Reports of NVIDIA exclusively selecting Samsung and SK hynix for HBM4 supply are inaccurate; all three major memory makers remain in the supply chain for the Vera Rubin architecture. Samsung is slated to supply HBM4 in Q1 2026, with SK hynix and Micron following in Q2 2026. Neutral: This clarifies supply chain status but does not indicate an immediate change in supply, demand, or pricing dynamics.

Impact and signal

Low impactImpact score: 15/100

Affected components and suppliers

HBM4

NVIDIA Samsung Electronics SK hynix Micron Technology

supply-chainrumor-correction

Source and time

Source: TrendForce Official (Market Data) · 3/10/2026 · View original source

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Recent media reports claiming NVIDIA has exclusively selected Samsung and SK hynix for its HBM4 supply chain—supposedly sidelining Micron—are inaccu...

What happened

Impact and signal

Affected components and suppliers

Source and time

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