Map / Memory

Samsung Memory 005930

HBM4 qualified at Nvidia and AMD in 2026; sole HBM4 source for AMD's MI455X.

Compute

Chokepoints it holds

High-bandwidth memory

Depends on

ASML: EUV lithography for memory. South Korea took 43% of Q2 shipments; ASML guides memory revenue up 75%. Investing.com, 2026-07-15

Supplies

Nvidia: HBM4 for Vera Rubin. An estimated 25 to 30% of volume. Tech Times, 2026-06-02
AMD: HBM4 for MI455X. AMD secures Samsung HBM4 for the MI455X. TrendForce, 2026-03-19

Data as of 2026-10-01. Cite as: Ye, Mike. "Samsung Memory" (samsung-memory). AI Lattice, dataset v0.1.0. https://ailattice.ai/e/samsung-memory/. How to cite.