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Samsung Expected to Lead High-Performance Tier in Nvidia's Dual-Binning Strategy

Summary by The Korea Times
Samsung Electronics is expected to gain an edge in supplying high-performance high-bandwidth memory 4 (HBM4) to Nvidia, as the U.S. artificial inte...

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With NVIDIA expected to release a lineup of AI (artificial intelligence) accelerators with various specifications, analysts predict this could shift the competitive landscape of the next-generation HBM (High Bandwidth Memory) market. This could shift the landscape of the HBM market, previously divided between SK Hynix, Samsung Electronics, and Micron, as high-end products will feature the highest-performance HBM, while mid- to low-end models wil…

Samsung Dominates Market with 11.7Gbps…Technology-Based Competition Enters [Digital Daily Reporter Bae Tae-yong] With shipments of 6th-generation High-Bandwidth Memory (HBM4) in full swing, NVIDIA's "Dual Bin" supply chain strategy, its largest customer, has emerged as a key variable in the HBM market. According to industry sources on the 19th, NVIDIA is establishing a two-track supply chain that prioritizes securing the highest-performance HBM4…

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StorageNewsletter broke the news in on Wednesday, February 18, 2026.
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