SK Hynix is reportedly actively supplying its sixth-generation high-bandwidth memory (HBM4) to NVIDIA. According to the semiconductor industry on the 15th, SK Hynix is currently delivering final HBM4 samples to NVIDIA, with a quantity ranging from 20,000 to 30,000 units. In September, SK Hynix announced that it had set up a mass production system for HBM4, fulfilling all of NVIDIA’s requirements at that time, and is now in the final revision phase. NVIDIA has incorporated SK Hynix’s HBM4 into its next-generation graphics processing unit (GPU), Rubin, and is currently in the final testing stage with customers. During this period, it is handling modification requests and moving forward with the last phase. Once this process is complete and Rubin starts full-scale production, SK Hynix is expected to begin supplying the product to NVIDIA officially.
As per the semiconductor industry, SK Hynix is said to have completed discussions with NVIDIA concerning the full HBM4 supply for next year and the estimated cost per unit. A representative from the semiconductor sector stated, “We are aware that SK Hynix has concluded talks with NVIDIA on price and volume in general terms and is now working on small modifications for performance enhancement,” noting, “The market’s reports about redesign requests are not accurate.”
Previously, during the third-quarter earnings report in October, SK Hynix mentioned, “The HBM4 has been developed to satisfy all customer performance needs and provide the industry’s top speed,” and noted, “We intend to start shipping it in the fourth quarter and significantly boost sales next year.” A representative from the semiconductor sector stated, “A substantial amount of HBM4 has already been provided since the fourth quarter, and once large-scale production starts, the supply volume is anticipated to rise even more.”
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