The AI Throne Reclaimed? Samsung Nears Final NVIDIA “Seal of Approval” for Game-Changing HBM4

Samsung is reportedly close to securing NVIDIA certification for its next-generation HBM4 memory, a move that could challenge SK Hynix’s dominance, improve AI accelerator supply, and enhance NVIDIA’s pricing leverage. The report highlights HBM4’s architectural shift to advanced logic base nodes, aligning with Samsung’s strengths, while noting that mass production yields remain the critical hurdle, with the first half of 2026 as a key observation window.