Jensen Huang Approves Samsung, SK Hynix, and Micron for NVIDIA (NVDA) HBM4 Memory Supply

Key Highlights

• Jensen Huang, CEO of NVIDIA, has validated Samsung, SK Hynix, and Micron as certified suppliers of HBM4 memory for the upcoming Vera Rubin AI accelerator system.
• The Vera Rubin platform has commenced full-scale production and is scheduled for commercial delivery in the third quarter of 2026, offering a tenfold increase in agent throughput versus Grace Blackwell.
• Industry analysts project SK Hynix will capture between 60% and 70% of the HBM4 supply volume for Vera Rubin, while Samsung secures 25–30%, leaving Micron with the balance.
• Micron shares fell 7.7% on June 5 despite the certification announcement, weighed down by tech sector pressure following robust employment data and Broadcom’s quarterly results.
• The certification disclosure came during Huang’s visit to South Korea, where he conducted strategic discussions with executives from SK, Samsung, LG, Hyundai, and Naver regarding supply chains and AI collaboration.

On June 5, 2026, NVIDIA’s CEO Jensen Huang publicly validated that the three leading memory chip manufacturers—Samsung, SK Hynix, and Micron—have successfully completed the qualification process to provide HBM4 high-bandwidth memory for the company’s Vera Rubin artificial intelligence accelerator system.

NVIDIA Corporation, NVDA

NVDA shares reached $218.66, posting a 1.82% gain for the session, while Micron (MU) experienced a 7.74% decline.

Upon his arrival in Seoul, Huang addressed the media, stating: “All three vendors have been qualified. All three vendors are in production, and they’re all racing to support Vera Rubin.”

Vera Rubin represents the next evolution beyond NVIDIA’s Grace Blackwell GPU platform. The system transitioned to full production status after Huang’s presentation at GTC Taipei on June 1, 2026, and the company reports it achieves a tenfold improvement in agent throughput relative to Grace Blackwell.

“Agentic AI is a new kind of workload,” Huang explained. “One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation. Vera Rubin was built for this moment.”

Shipments of the innovative platform are projected to commence during Q3 2026. Every Vera Rubin server configuration combines NVIDIA’s Vera central processors with Rubin graphics processing units and terabytes of HBM4 memory technology.

This announcement represents Huang’s first public validation that all three memory providers have successfully met certification requirements for the new system, putting to rest months of industry conjecture about the supply chain.

Projected Distribution of HBM4 Supply Volume

Although NVIDIA has not released official volume distribution figures, industry supply-chain experts predict SK Hynix will command approximately 60–70% of the HBM4 memory supply for Vera Rubin. Samsung is anticipated to capture around 25–30% of the allocation, while Micron will fulfill the remaining portion.

SK Hynix initiated the qualification pipeline ahead of its competitors. Samsung launched HBM4 volume production in February 2026. On June 2, Huang publicly encouraged SK Hynix to accelerate its production capacity, emphasizing that worldwide semiconductor availability continues to face constraints.

NVIDIA is simultaneously establishing a fresh research and development facility in South Korea and is currently hiring personnel for the operation.

Micron Stock Declines Despite Qualification Approval

The favorable supply chain development failed to support Micron shares. MU declined 7.74% on June 5, pressured by widespread technology sector weakness that followed a hotter-than-anticipated U.S. employment report, which unsettled interest-rate-sensitive technology holdings.

The share price decline also coincided with Broadcom’s quarterly earnings announcement on Wednesday evening, which seemed to cool enthusiasm across the artificial intelligence sector.

Throughout his Seoul trip, Huang conducted meetings with chairpersons from SK Group, Samsung, LG Group, Hyundai Motor Group, and Naver to address supply expansion commitments and physical AI strategic alliances.

NVIDIA has confirmed that meetings are arranged with all principal South Korean technology and industrial conglomerates as the company advances plans to expand Vera Rubin implementation worldwide.