SK Hynix will reportedly supply 70% of initial HBM4 memory orders for Nvidia’s upcoming Vera Rubin AI platform. This agreement makes Nvidia the first customer for the next-generation high-bandwidth memory.
The deal extends a partnership that previously saw SK Hynix provide HBM3E chips for Nvidia’s current Blackwell GPUs. This development strengthens SK Hynix’s market lead over rivals Samsung and Micron.
These essential components remain critical for the rapid growth of the global AI infrastructure sector.