Timeline
SK Hynix secures HBM4 supply agreement with Nvidia through 2030
HBM4 memory supply agreement through 2030 locks SK Hynix as primary supplier
Samsung HBM4 sales reportedly topped $1B.
Secured 60-70% of HBM4 allocation for Vera Rubin
Was found by an academic study to capture screenshots every minute via ACR systems.
Stock dropped approximately 2% following Google TurboQuant announcement
Ecosystem
Samsung
SK Hynix
Evidence (6 articles)
Memory Market Squeeze Threatens iPhone Price Hikes as AI Demands Strain Supply
Mar 14, 2026AI Data Center HBM Shortage Intensifies as Samsung, SK Hynix, and Micron Struggle with Supply
Mar 27, 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, 2026TSMC Cuts 28nm Output 25%+ as Advanced Node Push Accelerates
Jun 22, 2026