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HBM4 supply race intensifies as SK Hynix, Samsung speed up mass production

Nvidia has announced production of its next AI chip, Rubin, accelerating competition to supply HBM4 memory. SK Hynix is viewed as the likely initial supplier after saying it completed HBM4 development and built a production system. The shift from initial production to high-volume manufacturing is expected to hinge on February, when output expansion and yields become critical and Samsung Electronics’ entry into the supply chain may be decided.