Samsung is reportedly close to securing certification from Nvidia (NVDA) for its latest high-bandwidth memory chip. According to Bloomberg, Samsung has entered the final qualification phase with Nvidia after supplying initial HBM4 samples in September. The South Korean tech giant is preparing for mass production in February and will be ready to ship soon after, though exact timing remains unclear.
Samsung’s shares in South Korea gained nearly 2.2% in morning trading on Monday. On the other hand, Micron (MU stock) has taken a 2.2% hit. Samsung’s Nvidia deal suggests Samsung could gain ground in the high-bandwidth memory market currently dominated by SK Hynix, potentially affecting Micron’s competitive position in supplying memory for AI accelerators. As a result, the heightened competition is concerning MU stock investors.
Micron has a solid start to 2026, with its stock hitting a new ATH at $310. The stock has surged even further since, now sitting just below the $400 price level. Micron’s latest earnings also topped expectations, with revenue of $13.64 billion and adjusted EPS of $4.78. Micron is even beating out the S&P’s 16.5% gain this year and is more than five times Nvidia’s 38.5% return.
However, the Samsung Nvidia deal is a point of concern for investors. The HBM market has become increasingly important as artificial intelligence applications drive demand for high-performance memory solutions used in advanced computing systems. With high competition against Micron, MU investors may become more cautious, delaying a potential surge to $400.
On Monday, Micron MU stock opened $4.15 lower than its previous close. MU is trading near the top of its 52-week range and above its 200-day simple moving average.