Samsung, supported by its strong product stability, is projected to secure certification first. SK hynix and Micron are expected to follow shortly thereafter, forming a three-supplier ecosystem for NVIDIA's HBM4.
(PR) HBM4 Validation Expected in 2Q26; Three Major Suppliers Poised to Shape NVIDIA Supply Landscape
TrendForce's latest analysis of the HBM industry reveals that as the ongoing expansion of AI infrastructure continues to fuel GPU demand, NVIDIA's upcoming Rubin platform is expected to become a major catalyst for HBM4 adoption once mass production begins. The three leading memory suppliers—Samsung, SK hynix, and Micron—are now in the final stages of HBM4 validation, with completion anticipated by 2Q26.
Samsung, supported by its strong product stability, is projected to secure certification first. SK hynix and Micron are expected to follow shortly thereafter, forming a three-supplier ecosystem for NVIDIA's HBM4. 
Samsung, supported by its strong product stability, is projected to secure certification first. SK hynix and Micron are expected to follow shortly thereafter, forming a three-supplier ecosystem for NVIDIA's HBM4.