South Korea’s KB Securities expects Samsung Electronics to capture as much as 40% of Nvidia’s supply share for its next-generation HBM4 high-bandwidth memory by 2026, a shift that could reshape the competitive landscape of the AI memory market. Combined with projections that SK Hynix will sell out its memory lineup that year, the firm forecasts that the two Korean chipmakers’ combined market capitalization could surpass KRW1,500 trillion (US$1.02 billion).