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SK Hynix to deliver final HBM4 samples to Nvidia with mass production orders expected shortly
Tuesday, March 3, 2026 at 07:04 AM
SK Hynix is reportedly preparing to deliver final samples of HBM4 memory with speeds of 11.7Gbps to Nvidia, with potential for a mass production purchase order to be issued within the current month.
Context
SK Hynix has announced the completion of development for its sixth-generation high-bandwidth memory, HBM4, and is preparing to ship final samples to Nvidia this month. This next-generation memory is a critical component for Nvidia's upcoming Vera Rubin AI architecture. The new HBM4 modules feature a 2,048-bit interface, offering double the bandwidth and a 40% improvement in power efficiency compared to previous generations. Mass production orders from Nvidia are expected shortly after sample verification, potentially as early as February 2026.
This development marks a significant milestone in the semiconductor supply chain as the industry enters an AI-driven memory supercycle. Analysts project the global memory market could exceed $440 billion by 2026, with HBM demand alone forecasted to reach $54.6 billion. By securing a first-mover advantage with 11.7Gbps final samples, SK Hynix aims to maintain its leadership over competitors like Samsung and Micron in the high-stakes race to supply the essential hardware for next-generation AI accelerators.
Sources (7)
SK hynix Completes World-First HBM4 DevelopmentSK Hynix set to ship HBM4 for Nvidia's Vera Rubin this monthSamsung, SK Hynix Results to Showcase Fight for AI Memory Crown - Bloomberg[News] Samsung Delivers First-Ever Commercial HBM4, Boosting Speeds from 11.7 Gbps to 13 GbpsSK hynix shows 16-Hi HBM4 memory for AI accelerators — 48 GB at 10 GT/s over a 2,048 interface | Tom's HardwareNvidia taps Samsung, SK Hynix as exclusive HBM4 suppliers for Vera Rubin - report By Investing.comSamsung optimise sa HBM4E pendant que NVIDIA revoit ses ambitions pour la HBM4 de Vera Rubin - Le comptoir du hardware
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