Jensen Huang Approves Samsung, SK Hynix, and Micro...

Table of Contents On June 5, 2026, NVIDIA’s CEO Jensen Huang publicly validated that the three leading memory chip manufacturers—Samsung, SK Hynix, and Micron—have successfully completed the qualification process to provide HBM4 high-bandwidth memory for the company’s Vera Rubin artificial intelligence accelerator system. NVIDIA Corporation, NVDA NVDA shares reached $218.66, posting a 1.82% gain for the session, while Micron (MU) experienced a 7.74% decline. Upon his arrival in Seoul, Huang addressed the media, stating: “All three vendors have been qualified. All three vendors are in production, and they’re all racing to support Vera Rubin.” Vera Rubin represents the next evolution beyond NVIDIA’s Grace Blackwell GPU platform. The system transitioned to full production status after Huang’s presentation at GTC Taipei on June 1, 2026, and the company reports it achieves a tenfold improvement in agent throughput relative to Grace Blackwell. “Agentic AI is a new kind of workload,” Huang explained. “One prompt can launch a thousand-step journey of reasoning, retrieval, tool use and response generation. Vera Rubin was built for this moment.” Shipments of the innovative platform are projected to commence during Q3 2026. Every Vera Rubin server configuration combines NVIDIA’s Vera central processors with Rubin graphics processing units and terabytes of HBM4 memory technology. This announcement represents Huang’s first public validation that all three memory providers have successfully met certification requirements for the new system, putting to rest months of industry conjecture about the supply chain. Although NVIDIA has not released official volume distribution figures, industry supply-chain experts predict SK Hynix will command approximately 60–70% of the HBM4 memory supply for Vera Rubin. Samsung is anticipated to capture around 25–30% of the allocation, while Micron will fulfill the remaining portion. SK Hynix initiated the qualification pipeline ahead of its competitors. Samsung launched HBM4 volume production in February 2026. On June 2, Huang publicly encouraged SK Hynix to accelerate its production capacity, emphasizing that worldwide semiconductor availability continues to face constraints. NVIDIA is simultaneously establishing a fresh research and development facility in South Korea and is currently hiring personnel for the operation. The favorable supply chain development failed to support Micron shares. MU declined 7.74% on June 5, pressured by widespread technology sector weakness that followed a hotter-than-anticipated U.S. employment report, which unsettled interest-rate-sensitive technology holdings. The share price decline also coincided with Broadcom’s quarterly earnings announcement on Wednesday evening, which seemed to cool enthusiasm across the artificial intelligence sector. Throughout his Seoul trip, Huang conducted meetings with chairpersons from SK Group, Samsung, LG Group, Hyundai Motor Group, and Naver to address supply expansion commitments and physical AI strategic alliances. NVIDIA has confirmed that meetings are arranged with all principal South Korean technology and industrial conglomerates as the company advances plans to expand Vera Rubin implementation worldwide.