Nvidia changed its requirements for suppliers of the next generation of high-bandwidth memory, HBM4, but is close to certifying revised chips from Samsung Electronics for use in its AI systems, according to reports.
Nvidia revised its specifications for memory chips for its Rubin platform in the third quarter of 2025, semiconductor market analyst TrendForce reported earlier this month. It said Samsung’s early design choices made it easier for it to meet the new specification, meaning it would likely beat rival suppliers SK Hynix and Micron in the race to deliver chips for Rubin.
Those Samsung chips are close to receiving Nvidia’s final approval, Bloomberg reported Monday, although it said the exact shipment date is not yet known. No Samsung representative was available for comment, according to Bloomberg.
