Samsung Electronics and SK Hynix have been confirmed as the sole HBM4 suppliers for Nvidia’s Vera Rubin AI accelerator, excluding Micron Technology from the flagship platform. The Korea Economic Daily reported on March 8, citing industry sources, that the two South Korean chipmakers are on Nvidia’s vendor list for the advanced memory.
The selection secures the most lucrative segment of the AI memory market for Samsung and SK Hynix. The allocation marks a turnaround for Samsung after previous yield struggles and reinforces SK Hynix’s position as Nvidia’s primary memory partner.
The supplier split favors SK Hynix with roughly 70 percent of Nvidia’s HBM4 allocation. Samsung holds approximately 30 percent of the allocation, according to the report. “Micron isn’t even being discussed as a Vera Rubin HBM4 supplier,” an industry source told the Korea Economic Daily.
Samsung passed Nvidia qualification tests for both 10 Gbps and 11 Gbps HBM4 variants and began limited shipments in February. SK Hynix is optimizing its product for the 11 Gbps test and expects full-scale production this month. Nvidia required memory speeds above the 8 Gbps JEDEC industry standard for Vera Rubin.
Industry analysts attributed Micron’s exclusion to difficulties meeting speed, base die design, and thermal performance requirements. Micron currently supplies HBM3E for Nvidia’s existing platforms but does not appear on the Vera Rubin vendor list.
Vera Rubin will incorporate 8 HBM4 stacks per GPU totaling 288 GB per GPU. The full Vera Rubin Superchip combines two GPUs for 576 GB of total memory. The platform is slated for release in the second half of 2026.
Nvidia is expected to formally unveil Vera Rubin at the GTC developer conference on March 16. Micron is expected to supply HBM4 for mid-tier Rubin accelerators, such as the Rubin CPX, but not for the top-tier Vera Rubin.
TrendForce noted Nvidia may eventually add all three suppliers to its HBM4 ecosystem. The confirmed vendor list indicates Samsung and SK Hynix will dominate the initial and most profitable ramp.
