Key Highlights
- Jensen Huang, CEO of NVIDIA, announced that Samsung, SK Hynix, and Micron have successfully achieved certification to provide HBM4 memory chips for the Vera Rubin AI accelerator system.
- The Vera Rubin platform has moved into full-scale production and is scheduled for commercial deployment in the third quarter of 2026, offering a 10x improvement in agent processing capability over Grace Blackwell.
- Industry analysts project SK Hynix will command approximately 60–70% of HBM4 supply for Vera Rubin, while Samsung captures 25–30%, leaving Micron with the remaining share.
- Micron shares fell 7.7% on June 5 despite certification approval, impacted by tech sector declines triggered by robust employment data and Broadcom’s quarterly results.
- The announcement came during Huang’s visit to South Korea, where he conducted strategic meetings with executives from SK, Samsung, LG, Hyundai, and Naver regarding supply chain and AI collaboration.
On June 5, 2026, NVIDIA’s Chief Executive Jensen Huang publicly verified that three leading memory chip manufacturers — Samsung, SK Hynix, and Micron — have successfully completed qualification processes to deliver HBM4 high-bandwidth memory for the company’s upcoming Vera Rubin AI accelerator architecture.
NVDA shares traded at $218.66, registering a 1.82% increase, while Micron (MU) declined 7.74% during the same session.
Speaking to journalists upon landing in Seoul, Huang stated: “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. Manufacturing at full capacity commenced following Huang’s reveal during the GTC Taipei presentation on June 1, 2026, with the company claiming it provides 10x enhancement in agent processing versus 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 advanced platform are anticipated to commence during Q3 2026. Each Vera Rubin configuration combines NVIDIA’s Vera central processors with Rubin graphics processors alongside terabytes of HBM4 memory technology.
This announcement represents Huang’s first public validation that all three memory manufacturers have met certification requirements for the emerging platform, resolving ongoing uncertainty within the supply chain ecosystem.
Projected HBM4 Supply Distribution
Although NVIDIA has not released official volume allocation figures, industry supply-chain experts predict SK Hynix will capture between 60–70% of Vera Rubin’s HBM4 memory requirements. Samsung is projected to secure approximately 25–30% of the business, while Micron will fulfill the balance.
SK Hynix initiated its qualification procedures earlier than competitors. Samsung launched HBM4 volume manufacturing in February 2026. On June 2, Huang publicly encouraged SK Hynix to accelerate production capacity, emphasizing that worldwide semiconductor availability remains constrained.
NVIDIA is simultaneously establishing a new research and engineering facility in South Korea and has begun recruitment efforts for the location.
Micron Stock Declines Despite Qualification Approval
The favorable supply chain update provided minimal support for Micron. MU shares dropped 7.74% on June 5, affected by widespread technology sector pressure following unexpectedly strong U.S. employment figures, which unsettled rate-sensitive technology holdings.
The decline also followed Broadcom’s Wednesday evening earnings announcement, which contributed to diminished enthusiasm across AI-focused equities.
Throughout his Seoul trip, Huang conducted discussions with leadership from SK Group, Samsung, LG Group, Hyundai Motor Group, and Naver focused on production scaling commitments and physical AI collaborations.
NVIDIA has verified that meetings are scheduled with every significant South Korean technology and industrial conglomerate as the company prepares to expand Vera Rubin implementation worldwide.
Get 3 Free Stock Ebooks
Discover top-performing stocks in AI, Crypto, and Technology with expert analysis.
- Top 10 AI Stocks - Leading AI companies
- Top 10 Crypto Stocks - Blockchain leaders
- Top 10 Tech Stocks - Tech giants
