Samsung Electronics is approaching final approval from Nvidia for its next-generation HBM4 high-bandwidth memory chip, with volume manufacturing slated to begin in early 2026. Industry insights from sources like NS3.

AI indicate this milestone will significantly strengthen Samsung's position in the fiercely competitive HBM sector, crucial for powering advanced AI systems. $BTC

The advancement intensifies pressure on rivals, particularly Micron Technology, whose shares have surged to around $400 in recent trading—fueled by strong quarterly results and outperforming major benchmarks like the S&P 500 and even Nvidia itself over the past year.

Despite the impressive gains, Micron investors are exercising caution amid escalating rivalry and the surging appetite for cutting-edge memory technologies driven by artificial intelligence demands.