Micron Excluded as Nvidia Sources HBM4 from Samsung, SK Hynix at $700
Nvidia will source HBM4 almost entirely from Samsung and SK Hynix, granting Micron no supply role as Samsung seeks $700 per unit pricing, 20–30% above last-gen. Analysts cite Micron’s failure to meet Nvidia’s 11+ Gbps speed targets, undermining its AI memory market prospects.
1. Nvidia’s HBM4 Sourcing Plan
Nvidia plans to purchase nearly all HBM4 chips from Samsung and SK Hynix, assigning roughly 70% of supply to SK Hynix and 30% to Samsung while leaving Micron without any allocations.
2. Samsung and SK Hynix Premium Pricing
Samsung is seeking approximately $700 per HBM4 unit, a 20–30% premium over HBM3, while SK Hynix’s quoted pricing remains in the mid-$500 range, reflecting strong pricing power in the scarce AI memory market.
3. Micron’s Exclusion and Technical Gap
Micron failed to meet Nvidia’s elevated HBM4 performance targets above 11 Gbps, which analysts say led to its exclusion from supply, posing a significant setback to its AI memory revenue growth.