{"id":59547,"date":"2026-03-08T19:38:30","date_gmt":"2026-03-08T23:38:30","guid":{"rendered":"https:\/\/stockmarketwatch.com\/stock-market-news\/trump-defends-100-oil-as-small-price-for-iran-security-nvidia-taps-samsung-sk-hynix-for-hbm4\/59547\/"},"modified":"2026-03-08T19:38:30","modified_gmt":"2026-03-08T23:38:30","slug":"trump-defends-100-oil-as-small-price-for-iran-security-nvidia-taps-samsung-sk-hynix-for-hbm4","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/trump-defends-100-oil-as-small-price-for-iran-security-nvidia-taps-samsung-sk-hynix-for-hbm4\/59547\/","title":{"rendered":"Trump Defends $100+ Oil as &#8220;Small Price&#8221; for Iran Security; Nvidia Taps Samsung, SK Hynix for HBM4"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>President Donald <a href=\"https:\/\/thestockmarketwatch.com\/live\/trump-stock-market\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Trump\">Trump<\/a> dismissed soaring oil prices as a &quot;small price to pay&quot;<\/strong> for the elimination of the Iranian nuclear threat, following the launch of &quot;Operation Epic Fury.&quot;<\/li>\n<li><strong>Global oil benchmarks Brent and WTI surged past $110 and $108 per barrel respectively<\/strong>, marking their highest levels since 2022 due to supply fears in the Persian Gulf.<\/li>\n<li><strong>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) has reportedly selected Samsung (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>) and SK Hynix (<a href=\"\/stock\/HXSCL\">HXSCL<\/a>)<\/strong> as the primary HBM4 suppliers for its next-generation &quot;Vera Rubin&quot; AI platform.<\/li>\n<li><strong>Micron Technology (<a href=\"\/stock\/MU\">MU<\/a>) has been excluded from the HBM4 supply chain<\/strong> for the Vera Rubin GPU, though it remains a supplier for LPDDR5X memory in the platform&#39;s CPUs.<\/li>\n<\/ul>\n<h2>Trump Frames Oil Volatility as Necessary for Global Security<\/h2>\n<p>U.S. President <strong>Donald <a href=\"https:\/\/thestockmarketwatch.com\/live\/trump-stock-market\" data-internallinksmanager029f6b8e52c=\"8\" title=\"Trump\">Trump<\/a><\/strong> addressed the sharp rise in energy costs on Sunday, characterizing the current oil price spikes as a temporary but necessary trade-off for global safety. In a series of posts on <strong>Truth Social<\/strong>, the President stated that the destruction of the <strong>Iranian nuclear threat<\/strong> is paramount, and he expects energy prices to &quot;drop rapidly&quot; once military objectives are achieved.<\/p>\n<p>The comments come as <strong>West Texas Intermediate (WTI)<\/strong> crude futures jumped 20% to reach <strong>$109.17 a barrel<\/strong>, while the international <strong>Brent<\/strong> benchmark climbed to <strong>$110.35<\/strong>. <em>Market analysts noted that these levels represent a significant psychological barrier, increasing pressure on global consumers as the conflict in the Middle East disrupts shipping through the Strait of Hormuz.<\/em><\/p>\n<p>The administration\u2019s stance suggests a willingness to absorb short-term economic pain to finalize &quot;Operation Epic Fury,&quot; the largest U.S. military action in the region in decades. While the <strong>United States Oil Fund (<a href=\"\/stock\/USO\">USO<\/a>)<\/strong> has seen a surge in trading volume, the White House maintains that the market disruption will be short-lived and followed by a period of significantly lower prices.<\/p>\n<h2>Nvidia Solidifies HBM4 Partners for &quot;Vera Rubin&quot;<\/h2>\n<p>In the technology sector, Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) is moving forward with its next-generation <strong>Vera Rubin<\/strong> AI architecture, reportedly finalizing its memory supply chain. Industry reports indicate that <strong>Samsung (<a href=\"\/stock\/SSNLF\">SSNLF<\/a>)<\/strong> and <strong>SK Hynix (<a href=\"\/stock\/HXSCL\">HXSCL<\/a>)<\/strong> have been chosen as the sole providers of <strong>HBM4 (sixth-generation High Bandwidth Memory)<\/strong> for the new chips.<\/p>\n<p>According to supply chain data from <strong>SemiAnalysis<\/strong>, <strong>SK Hynix<\/strong> is expected to secure approximately <strong>70%<\/strong> of the HBM4 orders for the <strong>VR200 NVL72<\/strong> systems, with <strong>Samsung<\/strong> providing the remaining <strong>30%<\/strong>. <em>This selection reinforces the dominance of South Korean memory makers in the high-end AI market, as they successfully met Nvidia&#39;s stringent 10Gbps and 11Gbps per-pin performance requirements.<\/em><\/p>\n<p>Notably, <strong>Micron Technology (<a href=\"\/stock\/MU\">MU<\/a>)<\/strong> has reportedly fallen out of the HBM4 equation for this specific platform. While <strong>Micron<\/strong> will not supply the high-bandwidth memory for the GPUs, it has secured a position supplying <strong>LPDDR5X<\/strong> memory for the &quot;Vera&quot; CPUs, which can be equipped with up to <strong>1.5 TB<\/strong> of memory to support massive AI workloads.<\/p>\n<h2>Market Outlook and Strategic Implications<\/h2>\n<p>The convergence of geopolitical instability and rapid AI infrastructure expansion is creating a complex environment for investors. <em>While the energy sector remains highly volatile due to the Iran conflict, the semiconductor industry is accelerating its transition to 1nm-class processes and advanced packaging.<\/em><\/p>\n<p>Nvidia (<a href=\"\/stock\/NVDA\">NVDA<\/a>) is expected to officially unveil the physical unit of the <strong>Vera Rubin<\/strong> accelerator at its <strong>GTC 2026<\/strong> conference later this month. The platform is rumored to offer performance levels <strong>five times higher<\/strong> than current architectures, aiming to maintain Nvidia&#39;s 80% share of the AI accelerator market despite the rising costs of raw materials and energy.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways President Donald Trump dismissed soaring oil prices as a &quot;small price to pay&quot; for the elimination of the 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