SK Hynix to Provide 70%, Samsung 30% of Nvidia’s $700 HBM4 for Vera Rubin
Samsung and SK Hynix won exclusive HBM4 supply contracts for Nvidia’s next flagship AI accelerator Vera Rubin, with SK Hynix providing about 70% and Samsung 30%. Samsung is negotiating $700-per-unit pricing, 20–30% above the previous generation, reflecting strong AI-driven memory demand and tight supply.
1. HBM4 Supplier Selection
Samsung and SK Hynix secured exclusive HBM4 supply roles for Nvidia’s upcoming Vera Rubin AI accelerator, edging out Micron after it failed to meet stricter technical standards.
2. Pricing and Production
Samsung is negotiating HBM4 chip pricing at roughly $700 per unit, a 20–30% increase over the previous HBM3 generation, while SK Hynix accelerates mass production to fulfill about 70% of Nvidia’s anticipated demand.
3. Supply Split and Market Implications
Nvidia plans to source approximately 70% of HBM4 from SK Hynix and 30% from Samsung, boosting the pricing power of both suppliers amid surging AI memory demand and potentially shaping future AI hardware costs.