Multiple sources from June 1, 2026 indicate that Nvidia's next-generation AI GPU, Vera Rubin, has entered full...

Multiple sources from June 1, 2026 indicate that Nvidia's next-generation AI GPU, Vera Rubin, has entered full production using Korean HBM chips, positioning Samsung as a key supplier alongside SK Hynix. Source 89 reports Nvidia CEO Jensen Huang confirming full production with Korean HBM chips. Source 100 adds that Vera Rubin mass production will begin in autumn, ushering in the AI factory era. Source 52 explicitly links 'Rubin with Korean HBM4,' suggesting Samsung's advanced HBM4 memory is being adopted. Meanwhile, Samsung Foundry is deepening collaboration with EDA partners: Source 8 highlights Cadence and Samsung Foundry deepening 2nm and 3D-IC collaboration for AI infrastructure, and Source 20 shows Synopsys advancing AI and multi-die designs on Samsung's latest processes. These developments drove Samsung's stock up ~10% on June 1, pushing KOSPI above 8,800 for the first time (Source 59). Additionally, Samsung has regained the top spot in automotive memory chips (Source 68, Source 70). Collectively, these signals point to a strengthening of Samsung's position in the AI memory and foundry ecosystem, with concrete production milestones and partnership expansions.