NVIDIA HBM4 supply reshuffles: SK Hynix near 70%, Samsung around 30%

For NVIDIA's Vera Rubin platform, SK Hynix is expected to take roughly two-thirds, or about 70%, of HBM4 supply, while Samsung is in final talks with NVIDIA to secure more than 30%. The two firms are competing over 16-Hi HBM4 supply in H2 2026, with wafer thinning from 50 micrometers to 30 micrometers the key hurdle. HBM3E prices are expected to rise about 20% in 2026.