SK hynix reportedly wins about two-thirds of NVIDIA's HBM4 orders for Vera Rubin

SK hynix/HBM4

Korean outlets reported SK hynix would supply about two-thirds or more of NVIDIA's HBM4 memory for Vera Rubin, above earlier estimates of just over half. Samsung planned to begin HBM4 shipments to NVIDIA and AMD in February 2026 after final qualification.

• SK hynix to supply ~70% of NVIDIA HBM4; Samsung the remainder, both sole suppliers for Vera Rubin.
• Samsung planned February 2026 shipments after final qualification; achieved parity pricing with SK hynix.
• Industry outlook: 12-layer HBM4 prices expected to exceed $600; Samsung targets 30%+ overall HBM market share.