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Samsung, SK Hynix Lead NVIDIA’s HBM4 Supply as Micron Excluded

Samsung, SK Hynix Lead NVIDIA’s HBM4 Supply as Micron Excluded

vm_adminFebruary 9, 2026

By Park Ji-min
Publication Date: 2026-02-08 15:40:00

Micron Exits HBM4 Race; Samsung, SK Hynix Take Over Microns failure to meet NVIDIAs 11 Gbps specs led to exit, Samsung and SK Hynix secure HBM4 supply

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Nvidia

Tagged excluded, HBM4, Hynix, Lead, Micron, Nvidias, samsung, SUPPLY

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