SK Hynix is estimated to hold 60%–70% of HBM4 volume for Nvidia's Vera Rubin platform, while Samsung is expected to take about 25%–30%.
According to NS3.AI, Micron is set to report earnings on June 24, and its guidance on HBM demand and capacity allocation is expected to influence the near-term debate around the stock.
SK Hynix Seen Holding 60%–70% of Nvidia Vera Rubin HBM4 Volume, With Samsung at 25%–30%
2026-06-15 15:10:37
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
