Samsung just said it shipped its first HBM4 memory to customers, and that’s a pretty big deal in the world of high-performance computing. HBM4 is the next generation of high-bandwidth memory used in AI accelerators, GPUs, and data-center chips, basically where all the serious compute power lives. This matters because memory supply and performance are huge parts of the AI hardware stack. If you’re watching the semiconductor space, players like $NVDA, $AMD, $INTC, and even foundry partners all need high-speed memory to keep performance climbing. HBM4 shipping means the hardware supply chain is actually moving beyond hype and into next-gen product cycles. For investors, that’s a subtle but real tailwind on the semiconductor ecosystem playing the AI hardware build-out. Things that actually ship tend to win over things that just announce plans. If this trend keeps up, it could help underpin some of the bigger compute names as demand for real hardware keeps ripping. So what’s your take, is this the next step in silicon performance, or just another piece of the hype machine?