Qual Watch: SK Hynix HBM4 volume, Samsung Vera Rubin qualified

This week's tracker reflects the full qualification arc for Vera Rubin HBM4 reaching volume production and captures several earlier milestone entries across HBM3E platforms.

SK Hynix × NVIDIA Vera Rubin (HBM4 12-Hi): In qualification → Volume shipping — Jensen Huang confirmed all three vendors qualified and in production for Vera Rubin as of Jun 5 2026. (source)

Samsung × NVIDIA Vera Rubin (HBM4 12-Hi): sampling → qualified — Samsung selected alongside SK Hynix as HBM4 supplier for Vera Rubin (Mar 8 2026). (source)

Micron × NVIDIA Vera Rubin (HBM4 12-Hi): qualified → Volume shipping — Micron entered high-volume production of 36 GB 12-Hi HBM4 for Vera Rubin, announced at GTC Mar 2026, completing a three-supplier HBM4 supply base. (source)

Market context

Semiconductor market hits $319B in Q1'26, memory revenue surges 80% sequentially — record 27% QoQ growth driven by AI DRAM demand signals sustained supply tightness for HBM vendors (Light Reading, Jun 2026).

SK Hynix pursues US listing by August amid AI-driven demand surge — move signals confidence in sustained HBM demand and broadens capital access for production expansion (Reuters, Jun 2026).

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Full tracker: https://siliconanalysts.com/tools/hbm-qualification