The South Korean memory maker SK hynix (HXSC.F) has secured about 70% of Nvidia’s (NVDA) high-bandwidth memory orders for the Vera Rubin, its latest computing platform for artificial intelligence and high-performance computing applications, according to Yonhap News Agency.
The 70% allocation to SK hynix for HBM4 is more than the earlier market estimate of 50%, the report said, citing sources familiar with the situation. SK hynix is expected to account for 54% of the global HBM4 market in 2026, followed by Samsung (SSNLF) at 28% and Micron (MU) at 18%. Nvidia and AMD (AMD) have also completed quality testing with Samsung’s HBM4 products.
The news emerged on the same day SK hynix reported record revenue and operating profit for the fourth quarter of 2025 as the rapid development of AI infrastructure boosted demand for memory chips.
SK hynix also announced it will establish an AI solutions firm, tentatively called AI Company (AI Co.), in the U.S. to find new AI growth engines.
Earlier this week, it was reported that SK hynix will be the exclusive supplier of advanced memory for Microsoft’s (MSFT) new AI chip, the Maia 200.