Samsung Electronics Co., is in talks to supply customized sixth-generation high-bandwidth memory, or HBM4, chips to major AI chipmakers, including Nvidia Corp., Broadcom Inc. and Google LLC.

Samsung Electronics expects to supply HBM4 to its clients as early as the first half of 2026, company executives and industry sources said on April 30.

During its first-quarter earnings call with analysts, Kim Jae-joon, executive vice president of Samsung’s memory business, said the company is already collaborating with multiple customers on custom versions based on both HBM4 and the enhanced HBM4E.

“HBM4 is under development on schedule with mass production targeted for the second half of this year,” he said, adding that commercial supplies of HBM4 chips are expected to begin in 2026.