Timeline
SK Hynix secures HBM4 supply agreement with Nvidia through 2030
HBM4 memory supply agreement through 2030 locks SK Hynix as primary supplier
US gave Micron $6.1 billion in CHIPS Act subsidies
Micron signed multi-year memory supply deal with Anthropic
HBM4 revenue exceeded $1 billion for the first time, signaling strong market adoption.
Micron posted a 15-fold profit surge with Q2 net income hitting $4.2 billion and gross margin near 85%.
Micron invested in Anthropic's Series H
Secured 60-70% of HBM4 allocation for Vera Rubin
Micron acquires PSMC's P5 fab for $3.8B, converting it for HBM and DDR5 production
Stock dropped approximately 2% following Google TurboQuant announcement
Ecosystem
Micron
SK Hynix
Evidence (4 articles)
Memory Market Squeeze Threatens iPhone Price Hikes as AI Demands Strain Supply
Mar 14, 2026Nvidia Qualifies HBM4 for Vera Rubin, SK Hynix Gets 60-70% Share
Jun 8, 2026Nvidia Denies Anthropic's China Chip Smuggling Claims via Latin America
Jun 13, 2026Roundhill Memory ETF (DRAM) Surges 90% in 36 Days, Fastest ETF Ever
May 11, 2026