Samsung to win memory-chip deal with Nvidia, report says. What it means for Micron.

Micron stock has surged on excitement around high-bandwidth memory chips but it doesn't have the market to itself.
Blockonomi

Samsung Breaks Into Nvidia’s AI Memory Supply Chain with HBM4 Chips

Samsung begins HBM4 chip production for Nvidia in February 2026. Micron sold out through 2026. Tight supply benefits all ...

Micron stock gets a new fan. The memory-chip boom can last this long.

Micron stock has surged on demand for memory chips for use in AI hardware and there's reason to believe it will last, William ...

Prediction: This Will Be the Next Artificial Intelligence (AI) Chip Stock to Join Nvidia, Taiwan Semiconductor, and Broadcom in the Trillion-Dollar Club (Hint: It's Not AMD)

The trillion-dollar club features three artificial intelligence (AI) chip stocks, and another could soon join the ranks.

As AI Eats Up The World’s Chips, Memory Prices Take The Hit

At CES 2026, sleek new laptops dazzled—but soaring memory costs driven by AI chip demand threaten to make everyday PCs ...

Nvidia Supply Deal In Crosshairs, Samsung Set To Start HBM4 Chip Production Next Month As Korean Giant Takes On SK Hynix: Report

Samsung is set to begin HBM4 production as early as next month to supply Nvidia and challenge SK Hynix's dominance in AI memory, as demand ramps up ahead of Nvidia's next-generation Vera Rubin chip ...

Samsung to start production of HBM4 chips next month for Nvidia supply, source says

By Hyunjoo Jin SEOUL, Jan 26 (Reuters) - Samsung Electronics plans to start production of its next-generation high-bandwidth ...

The Most Undervalued Chip Stock to Own in 2026

The memory shortage could last into 2027, but this stock is priced like it won't.

Intel has enough RAM for Lunar Lake: 'we were relatively aggressive in terms of getting the memory early'

On-package memory would've put Intel in a tough spot if not.

Samsung to begin HBM4 chip production next month, supply Nvidia

Samsung plans to begin HBM4 chip production next month and supply Nvidia, intensifying competition with SK Hynix in the ...

Global memory chip crunch to persist even as Samsung, SK Hynix, Micron boost production

Major vendors are scrambling to expand production, but the scarcity of general-purpose memory chips is forecast to continue ...
The Silicon Review

Samsung to Begin HBM4 Chip Production for Nvidia Next Month

Samsung will begin mass-producing next-gen HBM4 memory chips next month to supply Nvidia's AI processors, a key move in the high-stakes AI semiconductor race.