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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · hit · hardware

66% · hit

Samsung's HBM4 supply to NVIDIA is publicly confirmed — via earnings call, company statement, or multi-source supply-chain reporting — by August 31, 2026.

Back to the bookIssue 2026-W27

Outcome

hitcalled at 66%brier contribution 0.116

Hit on the multi-source-reporting trigger: Korean press (Seoul Economic Daily, Korea Herald) reported alongside Samsung's record Q2 guidance that HBM4 — in mass production since February for NVIDIA's Vera Rubin — reached $1B in sales within four months. Caveat: Samsung's Jul 30 divisional results would make it unambiguous from the company itself.