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NVIDIA relies on SK hynix

SK hynix supplies advanced memory products used in NVIDIA artificial intelligence computing platforms.

From
NVIDIA
To
SK hynix
Importance
Critical
Confidence
97/100

Sources (1)

History

  • 2024-03-01First to volume-produce HBM3E, early lead over Samsung: SK hynix began volume production of the industry's first HBM3E memory, establishing an early qualification lead over Samsung, whose competing HBM3E repeatedly failed NVIDIA's qualification tests over thermal and power issues during 2024-2025 — extending SK hynix's supply window through NVIDIA's H200 and into the Blackwell generation.
  • 2025-03-01First to sample HBM4: SK hynix began shipping HBM4 samples to NVIDIA, again ahead of competitors, with production scheduled for the second half of 2025 — while Samsung's HBM market share fell from 41% in Q2 2024 to just 17% in Q2 2025 amid its ongoing qualification struggles.
  • 2026-01-01HBM4 volume/pricing contracts finalized alongside Micron and Samsung: SK hynix, alongside Micron and (with more limited volume) Samsung after its delayed HBM3E qualification finally passed in September 2025, moved into finalized HBM4 volume and pricing contracts with NVIDIA for the Vera Rubin platform — SK hynix retaining the largest share of the three qualified suppliers.
  • 2026-07-25SK Group and NVIDIA sign $500B+ letters of intent spanning AI factories and HBM4: SK Group and NVIDIA signed letters of intent for a partnership valued at more than $500 billion, under which SK Telecom will build a 2-gigawatt Korean AI data center on NVIDIA's Vera Rubin platform (first phase targeted for 2027) while SK hynix deepens co-development of HBM4 memory with NVIDIA, aimed at easing the memory supply constraints that have become a binding bottleneck on global AI system scaling.

Cite this

InsightNodes, "NVIDIA relies on SK hynix" — Critical importance, 1 source. https://insightnodes.com/claims/r/nvidia~sk-hynix~depends-on (accessed October 29, 2026).

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