Nvidia Secures RAM Chip Supply for Upcoming Rubin Project

Key Points

Nvidia has revised its requirements for high-bandwidth memory (HBM4) suppliers, which may affect the production of its AI systems.
Samsung Electronics is close to certifying its revised chips for use in Nvidia’s AI systems, potentially beating out rival suppliers SK Hynix and Micron.
The global shortage of AI chips is driving up prices, with some analysts predicting that prices may double in the coming year.

According to recent reports, Nvidia has made changes to its requirements for suppliers of high-bandwidth memory (HBM4), a crucial component in its AI systems. This move may have a significant impact on the production of Nvidia’s Rubin platform, which relies on these memory chips to function. Semiconductor market analyst TrendForce reported that Nvidia revised its specifications for memory chips in the third quarter of 2025, which may give Samsung Electronics an edge over its competitors.

Samsung Electronics is reportedly close to receiving Nvidia’s final approval for its revised chips, according to Bloomberg. This development could put Samsung ahead of its rivals, SK Hynix and Micron, in the race to deliver chips for Nvidia’s Rubin platform. Samsung’s early design choices are said to have made it easier for the company to meet Nvidia’s new specification, giving it a significant advantage in the market.

The news comes as the industry is struggling with a shortage of AI chips, driven by the growing demand for AI implementations. This shortage has led to a rise in chip prices, with some analysts warning that prices may double in the coming year. Nvidia’s earlier generations of technology have been in high demand, but Samsung has been trailing behind SK Hynix in rolling out chips to meet this demand.

The certification of Samsung’s revised chips could help alleviate some of the pressure on the market, but it remains to be seen when these chips will be shipped. As the demand for AI systems continues to grow, companies like Nvidia and Samsung will play a crucial role in meeting this demand and shaping the future of the industry. With Microsoft and Azure also investing heavily in AI research and development, the impact of this shortage and the subsequent price increases will be closely watched by the tech industry. Microsoft’s Azure cloud computing platform, which relies on Nvidia’s AI systems, may also be affected by the shortage and price increases, making it essential for Microsoft to find alternative solutions to meet the growing demand for AI-powered services.