Samsung Electronics plans a significant expansion of its next-generation DRAM production lines. The expansion targets surging demand for High-Bandwidth Memory 4 (HBM4) from key clients, including NVIDIA.
Samsung aims to increase HBM4 capacity by up to 70%. This advanced memory is critical for the performance of future AI hardware.
The expansion underscores intense investment in the AI hardware ecosystem. It signals strong confidence in future demand for NVIDIA's upcoming AI chips. NVIDIA's chips will rely on HBM4 to handle increasingly complex models and larger datasets. The move reinforces NVIDIA's long-term growth narrative as a central player in the AI boom.