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00:02NVIDIA selected Samsung Electronics and SK Hynix as exclusive suppliers of 6th generation
00:08HBM4 memory for its upcoming Vera Rubin AI Accelerator, according to the Korea Economic
00:14Daily. The decision places the South Korean chipmakers ahead of Micron in supplying next
00:19generation AI memory. Samsung has begun mass production of HBM4 and is negotiating prices
00:25near $700 per unit, about 20% to 30% higher than the previous generation as supply remains
00:31tight. Industry reports indicate SK Hynix will supply about 70% of NVIDIA's HBM4, while Samsung
00:38provides roughly 30%. Demand tied to AI processors and orders from companies such as Meta Platforms
00:45is strengthening pricing power from memory suppliers and supporting broader gains in the
00:49drum market. For all things money, visit Benzinga.com.
