NVIDIA reportedly secured the majority of initial orders for next-generation HBM4 (High-Bandwidth Memory) from South Korea's SK Hynix Inc. This advanced memory is crucial for the performance of NVIDIA's future AI and high-performance computing GPUs. The arrangement positions SK Hynix as a primary supplier for NVIDIA's upcoming chip architectures.
The partnership solidifies NVIDIA's supply chain for key components. Separately, competitor Samsung is also reportedly in discussions to supply HBM4 to NVIDIA.