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Jai Hamid

Samsung touts HBM4 progress, $16.5B Tesla deal amid 2026 AI memory race

On January 2, 2026, Samsung said it is prioritizing its HBM4 memory and highlighted ongoing talks with Nvidia to narrow the gap with SK Hynix. The company also referenced a $16.5 billion Tesla chip agreement signed last July. SK Hynix's CEO warned 2026 could be tougher despite holding a 53% HBM market share in Q3 2025.
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