金色财经|Jul 15, 2026 07:54
[Samsung HBM4 Reportedly Yet to Secure NVIDIA Orders, SK Hynix Takes the Lead]
According to a report by Jinse Finance citing South Korean media outlet Dealsite and semiconductor industry insiders, Samsung Electronics has not yet received mass production orders for HBM4 chips from NVIDIA. Currently, Samsung Electronics' revenue from this AI chip manufacturer is limited to paid test samples. Previously, it was reported that competitor SK Hynix has officially commenced mass production shipments of 12-layer HBM4 chips for NVIDIA, with the product entering the production ramp-up phase. Starting from September this year, SK Hynix will officially expand HBM4 shipment volumes to fully meet NVIDIA's demand for high-end computing power chips. (Jin10)
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