Samsung Expected to Supply HBM4 Chips to Nvidia in Q2 2026

While Samsung is struggling in its HBM business, it aims to make a comeback during the 6th-generation HBM4 era. It is now developing next-gen HBM chips with plans to start mass production next year. Industry analysts expect the Korean firm to enter Nvidia’s HBM4 supply chain in the second quarter of 2026. If this pans out, it will help the company regain lost market share from rivals like SK Hynix and Micron.

Samsung is gearing up to enter Nvidia’s HBM4 supply chain

Thanks to the growing demand for high-performance computing (HPC) and AI applications, the HBM market has seen significant growth lately. However, Samsung is still struggling to cater to the market, as it has failed to secure deals with major clients like Nvidia. While it recently entered the supply chain of another big AI chipmaker, AMD, the move is not enough to overtake industry leader SK Hynix.

Samsung needs to attract Nvidia with its HBM solutions, but it continues to face setbacks. Its 12-layer HBM3E chip has yet to pass Nvidia’s quality test — an important step in securing supply deals. The main reason behind the delay was issues with heat and power consumption. The company may have fixed these problems now, but the certification process has been pushed to the fourth quarter of 2025.

At the same time, Samsung is also actively developing its HBM4 chips in hopes of securing deals with Nvidia. Market research firm Nomura (via @Jukanlosreve) expects that Samsung may begin supplying its HBM4 chips to Nvidia in the second quarter of 2026. In fact, the Korean firm planned to send samples to Nvidia last month. However, as of now, it’s unclear whether that happened or faced delays — we will learn in the coming weeks.

The research firm also expects that with Samsung’s entry into Nvidia’s supply chain, the supply of HBM products could exceed market demand. This could lead memory makers to lower prices, resulting in reduced profit margins. In fact, this situation is already happening, and Samsung is considering cutting the price of its HBM3E chips.