Industry sources say SK hynix holds about two-thirds of Nvidia's HBM4 volume

A Korea JoongAng Daily report, citing unnamed industry sources, said SK hynix has about 67% of Nvidia's HBM4 volume for next-generation Vera Rubin platforms in 2026. Some industry observers think the share could approach or exceed 70%. Neither SK hynix nor Nvidia confirmed the figure, so it should be read as an estimate, not a company disclosure.

• Estimated SK hynix share of Nvidia HBM4 volume: about 67%
• Platform: Nvidia Vera Rubin
• Not confirmed by SK hynix or Nvidia