During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition space, a move that industry observers interpreted as a possible step toward discussions on the supply of next-generation high-bandwidth memory (HBM4).

Samsung Electronics is accelerating construction of its P5 semiconductor line in Pyeongtaek, South Korea, as it moves toward a 2028 production target. The project is a central component of the company's plan to expand memory production amid rising AI-driven demand. Samsung is currently mobilizing thousands of workers daily and has launched simultaneous bidding for utility infrastructure to compress the traditional build timeline.