Micron Technology shares fell 2.3% in late trading on Monday following reports that Samsung Electronics will begin mass production of its new-generation high-bandwidth memory chips ahead of schedule. Samsung plans to commence large-scale production of HBM4 chips this month to supply Nvidia's next-generation AI accelerator, Vera Rubin. Reports indicate this new chip offers approximately a 22% improvement in processing speed compared to the previous HBM3E generation, achieving a data transfer rate of up to 11.7 Gbps. The accelerated production timeline could position Samsung ahead of Micron Technology and SK Hynix in the competition to supply AI processors. Since HBM chips carry higher profit margins than standard memory chips, investors are concerned that Micron may lose market share in this segment. Micron Technology's CEO, Sanjay Mehrotra, stated that the company aims to increase its own HBM4 production capacity by the second quarter of 2026. Despite the competitive pressures, Nvidia's stock rose approximately 3%, reflecting strong market demand for AI chips. Analysts noted that the expanding AI infrastructure market is reshaping the demand landscape for memory chips, with HBM becoming a critical factor influencing the performance of AI processors.