Nvidia Snubs Micron as SK Hynix, Samsung Secure 70/30 HBM4 Deal
MUMU•
Nvidia selected SK Hynix for about 70% and Samsung for 30% of its HBM4 memory supply for the Vera Rubin AI accelerator, with unit prices around $700 (20–30% above HBM3). Micron was excluded for technical shortcomings, and its shares fell 6.74% Friday and 0.67% Monday.
1. Nvidia Awards HBM4 Supply Contracts
Nvidia has allocated next-generation HBM4 memory supply with SK Hynix providing about 70% and Samsung 30% for its Vera Rubin AI accelerator.
2. Elevated Pricing and Market Dynamics
Samsung commenced mass production of HBM4 chips at roughly $700 per unit, a 20–30% price increase over HBM3, reflecting surging AI demand and tight supply.
3. Micron's Exclusion and Stock Reaction
Micron was excluded after failing to meet stricter technical standards, and its stock declined 6.74% on Friday and 0.67% on Monday as investors reacted to the lost contract.
Related News
NVDA
Nvidia’s AI Chip Revenue Forecast Beats Estimates but Shares Drop 1.3%
NVDA•
GOOG
Google Secures Tens of Thousands of MWh Storage as U.S. Energy Storage Hits Q1 Record
GOOG•
FDS
Nvidia Q1 Revenue Soars 85% to $81.6B as Buyback Approved
FDS•
NVDA
Nvidia Projects $20 Billion in CPU Sales Within $200 Billion Market
NVDA•
STI
Solidion Technology Posts $85K Q1 Revenue, 95% Retention Drone Battery Prototype
STI•
Sources
FB