Samsung still waiting on Nvidia HBM4 volume order

DigiTimes reports, citing Dealsite and semiconductor industry sources, that Samsung's HBM4 business with Nvidia has not moved beyond paid evaluation samples. The report is significant because Nvidia qualification remains one of the most important gates for high-volume HBM4 demand. For RamTrend, the news is more company-specific than market-wide. It suggests Samsung has not yet converted evaluation activity into a large Nvidia order, which could delay its participation in the next HBM supply wave. It does not show a reduction in overall HBM4 demand, since Nvidia may still source volume from other qualified suppliers.