SK Hynix is once again setting the benchmark in the HBM segment, with the Korean semiconductor giant being the first to supply HBM4 modules to NVIDIA for initial tests with Ruby AI GPUs. A clear blow to Micron and Samsung, while SK Hynix continues to extend its lead and its competitors are left in the rear-view mirror.
HBM4 – the game changer in the memory segment
HBM4 is far more than just an ordinary memory leap: by combining memory and logic elements in one package, it heralds a new era in data storage – a new paradigm in chip manufacturing, so to speak.
The race for the memory of the future
The race for HBM4 had long since begun in South Korea. According to the Korean portal DealSite, SK Hynix is now supplying NVIDIA – and in “small quantities” for sample validation. This will allow NVIDIA to launch its Ruby chip on the market in Q4 2025 as planned.
Echo among the competition
Micron: Clearly lagging behind – poor yields and resource scarcity are putting pressure on production capacities. Samsung: Officially no major HBM4 successes yet, but thanks to HBM3E delivery to AMD, with a better image and good luck it could soon slip into NVIDIA’s supplier buffer. A background analysis in the best style of diplomatic capitulation.
Ruby GPUs on the home straight
Qualification for NVIDIA’s Ruby GPUs is expected to begin in September. With TSMC-N3 production, eight HBM4 stacks, a 3 nm Grace CPU and a focus on energy efficiency, Rubin is set to launch on time and at scale – SK Hynix presents itself as a “premium supplier”, but NVIDIA’s multi-sourcing strategy could also involve Micron or Samsung.
Strategic importance & market impact
SK Hynix is once again establishing itself as the dominant force in the HBM segment – a double-edged sword, as growing market power is also attracting global attention. While Micron groans in the HBM race, Samsung’s HBM4 ambition could lead to a surprising comeback – but concrete figures are still lacking.
Aspect | Analysis |
---|---|
Technical performance | HBM4 is a big step – higher density, more logic in the stack, better efficiency. |
Market dominance | SK Hynix as a “premium supplier” – significantly more reach than Mad Micron & Co. |
Analyst assessment | Strategy & timing are right – now it is important to keep memory yields high. |
Risk / side effect |
Samsung is shaking things up, Micron could partially go under – geopolitically and economically a dance on the volcano. |
Conclusion – a market in upheaval
With the HBM4 series provision for Ruby GPUs, SK Hynix is positioning itself at the front of the trough – while Micron is sinking into disappointing yield rates and Samsung is only lurking in the second row despite HBM3E momentum. But beware of glorification: the GPU economy remains a geopolitical chess game – a market with billions at stake and high strategic importance.
Source: DealSite
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