Compare what Micron, Samsung and SK hynix sources actually establish about AI memory. Keep HBM4 production separate from HBM4E sampling and future partnerships.
Sources reviewed: · Statements below retain the dates and scope of their sources.
This is a dated evidence comparison, not a live capacity dashboard or market-share estimate. A supplier's production statement does not by itself establish a customer's qualification, purchase volume or completed system deployment.
Samsung HBM4E: sample shipments reported in June 2026
Micron and Samsung HBM4: reported in March 2026
Requires separate system and operator evidence
Different products can be at different milestones at the same company. A later generation's samples are not volume shipments.
Micron said volume shipments of its 36GB 12-high HBM4 began in the first calendar quarter of 2026.
Source limitations: No NVIDIA purchase share or exclusive supply arrangement is established by this release.
What to check next: Check subsequent product shipments and customer deployment reports, keeping the HBM generation explicit.
Source published:
Micron · HBM4 volume production for Vera Rubin ↗
Samsung's March 17 GTC release describes HBM4 in mass production and designed for NVIDIA Vera Rubin.
Source limitations: This does not disclose NVIDIA's purchases or qualification details for every product.
What to check next: Separate product production evidence from customer-specific procurement evidence.
Source published:
Samsung · HBM4 at NVIDIA GTC 2026 ↗
Samsung's June 1 UK release reports 12-layer HBM4E samples shipped to customers, with mass production planned around customer schedules.
Source limitations: The cited release is sample evidence, not proof of HBM4E volume production or a named customer's deployment.
What to check next: Look for a later, explicit volume-production or customer-acceptance disclosure.
Source published:
Samsung · HBM4E sample shipments ↗
NVIDIA and SK hynix announced memory codevelopment across Vera Rubin and other platforms.
Source limitations: The partnership does not disclose generation-by-generation shipment volumes, contract value or supplier rankings.
What to check next: Read the annual-report supplier disclosure alongside product-specific shipment evidence.
Source published:
NVIDIA · SK hynix memory technology partnership ↗
