[News] Samsung, SK hynix Reportedly Tapped as NVIDIA Rubin HBM4 Suppliers; Shipments Could Start in March

What happened

Samsung and SK hynix are reportedly set to supply HBM4 for NVIDIA's Rubin AI accelerator, with Samsung leading on Rubin-specific HBM4 and SK hynix targeting over half of NVIDIA's total 2026 HBM supply. TrendForce projects SK hynix's global HBM bit share to drop from 59% to 50% in 2025, while Samsung's rises from 20% to 28%. Watch: Supply allocation and vendor profitability recalibration between HBM and high-priced commodity DRAM creates uncertainty for HBM4 ramp-up.

Impact and signal

Affected components and suppliers

Source and time

Source: TrendForce · 3/8/2026 · View original source