Nvidia certifies Samsung, SK Hynix and Micron for Vera Rubin HBM4 supply
Investing.com -- NVIDIA (NASDAQ: NVDA) CEO Jensen Huang confirmed on June 5, 2026 that Samsung Electronics (LON:0593xq), SK Hynix Inc (KS:000660), and Micron Technology Inc (NASDAQ: MU) have all passed certification to supply HBM4 high-bandwidth memory for the company's next-generation Vera Rubin AI accelerator platform, marking the first public acknowledgment of approvals for all three major memory manufacturers.
The announcement, reported by Bloomberg, ends months of supply-chain speculation about which chipmakers would qualify for Vera Rubin — the successor to Nvidia's Grace Blackwell GPU architecture designed for what Huang calls "agentic AI" workloads. Vera Rubin entered full production after being announced at the GTC Taipei keynote on June 1, 2026, and Nvidia says it delivers 10x agent throughput at scale compared with the Grace Blackwell platform.
"Agentic AI is a new kind of workload. One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation," Huang said in a statement tied to Vera Rubin's production launch. "Vera Rubin was built for this moment — an AI factory engine that delivers intelligence at scale, with the performance, efficiency and security needed to power the next industrial revolution."
While Nvidia has not disclosed official HBM4 volume allocations, supply-chain analysts cited by TechTimes estimate SK Hynix holds roughly 60–70% of Vera Rubin HBM4 volume, with Samsung capturing approximately 25–30% and Micron supplying the remainder. SK Hynix entered the qualification process ahead of rivals, while Samsung began HBM4 mass production in February 2026.
Huang's certification announcement came during a trip to South Korea, where he is expected to meet with chairs of major conglomerates including SK Group, Samsung, LG Group, Hyundai Motor Group, and Naver to discuss supply ramp commitments and physical AI partnerships. On June 2, Huang publicly urged SK Hynix to produce more HBM chips, telling reporters that global semiconductor supply remains tight — a statement underscoring the demand pressure Nvidia faces as it scales Vera Rubin deployments.
Despite the positive supply news, Micron shares are declining 4.4% ahead of the open on June 5, as tech stocks struggled after a hot jobs report and are seeing an AI-stock hangover following Broadcom's results on Wednesday evening. Shares of Micron slid 7.7% on Thursday.