SK hynix has reportedly secured over 70% of Nvidia’s HBM4 memory orders for its AI platform, Vera Rubin, this year, according to industry sources.

The company is said to be in the final stages of preparing for full-scale HBM4 production, with samples already supplied to Nvidia.

Counterpoint Research estimates SK hynix will hold about 54% of the global HBM4 market in 2026, ahead of Samsung Electronics and Micron Technology.

This move shows strong partnerships with major clients, and progress in mass production.

Additionally, Nvidia and AMD have reportedly completed quality tests of Samsung’s HBM4 products, with official supply expected to start next month.

🔗 Source: Yonhap