Samsung is moving up its HBM4 production schedule and Nvidia selected them as the primary supplier for the upcoming Vera Rubin AI accelerators. Micron was not chosen as the lead supplier for this specific platform. They are shifting focus away from consumer products toward enterprise and AI memory to align with infrastructure spending. While Micron is still seeing demand for current chips like those used in Blackwell GPUs, Samsung getting the jump on HBM4 tightens the competition.